Allworth 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 | $54.3K | Buy |
1,095
+929
| +560% | +$46K | ﹤0.01% | 1893 |
|
|
2025
Q1 | $7.29K | Hold |
166
| – | – | ﹤0.01% | 2565 |
|
|
2024
Q4 | $8.73K | Buy |
166
+139
| +515% | +$7.31K | ﹤0.01% | 2484 |
|
|
2024
Q3 | $1.28K | Hold |
27
| – | – | ﹤0.01% | 3130 |
|
|
2024
Q2 | $1.25K | Hold |
27
| – | – | ﹤0.01% | 3091 |
|
|
2024
Q1 | $1.17K | Hold |
27
| – | – | ﹤0.01% | 3030 |
|
|
2023
Q4 | $1.13K | Buy |
+27
| New | +$1.13K | ﹤0.01% | 2911 |
|
|
2022
Q2 | – | Sell |
-161
| Closed | -$9K | – | 2582 |
|
|
2022
Q1 | $9K | Buy |
+161
| New | +$9K | ﹤0.01% | 1514 |
|