Apeiron RIA’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 | – | Sell |
-11,604
| Closed | -$541K | – | 209 |
|
|
2025
Q1 | $541K | Sell |
11,604
-299
| -3% | -$13.9K | 0.16% | 117 |
|
|
2024
Q4 | $599K | Buy |
+11,903
| New | +$599K | 0.17% | 109 |
|
|
2023
Q1 | – | Sell |
-7,520
| Closed | -$358K | – | 201 |
|
|
2022
Q4 | $358K | Hold |
7,520
| – | – | 0.14% | 114 |
|
|
2022
Q3 | $359K | Buy |
+7,520
| New | +$359K | 0.17% | 102 |
|
|
2022
Q2 | – | Sell |
-10,369
| Closed | -$582K | – | 167 |
|
|
2022
Q1 | $582K | Buy |
10,369
+403
| +4% | +$22.6K | 0.28% | 72 |
|
|
2021
Q4 | $616K | Buy |
+9,966
| New | +$616K | 0.25% | 78 |
|