Advisornet Financial’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
Q2 | $73.3K | Buy |
1,480
+10
| +0.7% | +$495 | ﹤0.01% | 853 |
|
|
2025
Q1 | $68.5K | Buy |
1,470
+7
| +0.5% | +$326 | 0.01% | 829 |
|
|
2024
Q4 | $73.7K | Buy |
1,463
+66
| +5% | +$3.32K | 0.01% | 761 |
|
|
2024
Q3 | $66.4K | Buy |
1,397
+12
| +0.9% | +$570 | 0.01% | 815 |
|
|
2024
Q2 | $57.4K | Sell |
1,385
-290
| -17% | -$12K | 0.01% | 778 |
|
|
2024
Q1 | $72.7K | Buy |
1,675
+1,175
| +235% | +$51K | 0.01% | 709 |
|
|
2023
Q4 | $20.9K | Hold |
500
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q3 | $16.8K | Hold |
500
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q2 | $16.9K | Hold |
500
| – | – | ﹤0.01% | 1154 |
|
|
2023
Q1 | $17.9K | Hold |
500
| – | – | ﹤0.01% | 1115 |
|
|
2022
Q4 | $23.8K | Hold |
500
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q3 | $24K | Sell |
500
-41
| -8% | -$1.97K | ﹤0.01% | 1042 |
|
|
2022
Q2 | $27K | Sell |
541
-3,400
| -86% | -$170K | ﹤0.01% | 1026 |
|
|
2022
Q1 | $232K | Buy |
3,941
+499
| +14% | +$29.4K | 0.01% | 524 |
|
|
2021
Q4 | $213K | Buy |
3,442
+516
| +18% | +$31.9K | 0.01% | 586 |
|
|
2021
Q3 | $177K | Sell |
2,926
-39
| -1% | -$2.36K | 0.01% | 610 |
|
|
2021
Q2 | $171K | Buy |
2,965
+996
| +51% | +$57.4K | 0.01% | 624 |
|
|
2021
Q1 | $112K | Buy |
1,969
+2
| +0.1% | +$114 | 0.01% | 717 |
|
|
2020
Q4 | $89K | Buy |
1,967
+3
| +0.2% | +$136 | 0.01% | 721 |
|
|
2020
Q3 | $64K | Buy |
1,964
+5
| +0.3% | +$163 | 0.01% | 788 |
|
|
2020
Q2 | $66K | Buy |
1,959
+8
| +0.4% | +$270 | 0.01% | 777 |
|
|
2020
Q1 | $56K | Hold |
1,951
| – | – | 0.01% | 755 |
|
|
2019
Q4 | $99K | Sell |
1,951
-1,273
| -39% | -$64.6K | 0.01% | 677 |
|
|
2019
Q3 | $150K | Buy |
3,224
+1,474
| +84% | +$68.6K | 0.01% | 571 |
|
|
2019
Q2 | $80K | Buy |
+1,750
| New | +$80K | 0.01% | 668 |
|
|
2018
Q4 | – | Sell |
-550
| Closed | -$27K | – | 1516 |
|
|
2018
Q3 | $27K | Hold |
550
| – | – | ﹤0.01% | 879 |
|
|
2018
Q2 | $27K | Hold |
550
| – | – | ﹤0.01% | 869 |
|
|
2018
Q1 | $28K | Hold |
550
| – | – | ﹤0.01% | 852 |
|
|
2017
Q4 | $27K | Buy |
+550
| New | +$27K | ﹤0.01% | 801 |
|