Arax Advisory Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.5K	Hold	250	–	–	﹤0.01%	2296
2025 Q4	$13.8K	Buy	+250	New	+$13K	﹤0.01%	2319
2025 Q3	–	Sell	-250	Closed	-$12.4K	–	3916
2025 Q2	$12.4K	Hold	250	–	–	﹤0.01%	1872
2025 Q1	$11.7K	Hold	250	–	–	﹤0.01%	1514
2024 Q4	$12.6K	Hold	250	–	–	﹤0.01%	1407
2024 Q3	$11.9K	Hold	250	–	–	﹤0.01%	1331
2024 Q2	$10.4K	Hold	250	–	–	﹤0.01%	1259
2024 Q1	$10.8K	Sell	250 -5	-2%	-$205	﹤0.01%	763
2023 Q4	$10.7K	Buy	255 +5	+2%	+$179	﹤0.01%	756
2023 Q3	$8.4K	Hold	250	–	–	﹤0.01%	763
2023 Q2	$8.46K	Hold	250	–	–	﹤0.01%	745
2023 Q1	$8.95K	Hold	250	–	–	﹤0.01%	710
2022 Q4	$11.9K	Hold	250	–	–	﹤0.01%	627
2022 Q3	$12K	Hold	250	–	–	﹤0.01%	637
2022 Q2	$12K	Hold	250	–	–	﹤0.01%	629
2022 Q1	$15K	Hold	250	–	–	﹤0.01%	606
2021 Q4	$15K	Hold	250	–	–	﹤0.01%	600
2021 Q3	$15K	Hold	250	–	–	﹤0.01%	587
2021 Q2	$14K	Buy	+250	New	+$14.8K	﹤0.01%	616
2020 Q4	$11K	Hold	250	–	–	﹤0.01%	554
2020 Q3	$8K	Hold	250	–	–	﹤0.01%	562
2020 Q2	$8K	Hold	250	–	–	﹤0.01%	556
2020 Q1	$7K	Hold	250	–	–	﹤0.01%	549
2019 Q4	$13K	Sell	250 -250	-50%	-$12.2K	﹤0.01%	443
2019 Q3	$23K	Buy	500 +250	+100%	+$11.4K	0.01%	403
2019 Q2	$11K	Buy	+250	New	+$11.4K	﹤0.01%	458
2018 Q4	$10K	Hold	250	–	–	﹤0.01%	437
2018 Q3	$12K	Buy	+250	New	+$12.8K	﹤0.01%	454