Adams Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-103,563
Closed -$5.22M 150
2024
Q4
$5.22M Buy
+103,563
New +$5.22M 1% 25
2023
Q2
Sell
-96,741
Closed -$3.46M 99
2023
Q1
$3.46M Buy
+96,741
New +$3.46M 1.12% 20