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

AMJ Financial Wealth Management’s Portfolio IAT Stock Details IAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,977
Closed -$325K – 89
2025
Q1 		$325K Sell
6,977
-8,841
-56% -$412K 0.1% 71
2024
Q4 		$797K Buy
15,818
+3,870
+32% +$195K 0.22% 57
2024
Q3 		$568K Buy
+11,948
New +$568K 0.16% 62