Angeles 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
Q2 | $2.92K | Sell |
59
-41
| -41% | -$2.03K | ﹤0.01% | 423 |
|
|
2025
Q1 | $4.66K | Hold |
100
| – | – | ﹤0.01% | 365 |
|
|
2024
Q4 | $5.04K | Hold |
100
| – | – | ﹤0.01% | 367 |
|
|
2024
Q3 | $4.75K | Hold |
100
| – | – | ﹤0.01% | 324 |
|
|
2024
Q2 | $4.15K | Hold |
100
| – | – | ﹤0.01% | 299 |
|
|
2024
Q1 | $4.34K | Hold |
100
| – | – | ﹤0.01% | 285 |
|
|
2023
Q4 | $4.18K | Hold |
100
| – | – | ﹤0.01% | 252 |
|
|
2023
Q3 | $3.36K | Hold |
100
| – | – | ﹤0.01% | 223 |
|
|
2023
Q2 | $3.39K | Hold |
100
| – | – | ﹤0.01% | 216 |
|
|
2023
Q1 | $3.58K | Buy |
+100
| New | +$3.58K | ﹤0.01% | 205 |
|