Arax Advisory Partners’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 | $12.4K | Hold |
250
| – | – | ﹤0.01% | 1871 |
|
|
2025
Q1 | $11.7K | Hold |
250
| – | – | ﹤0.01% | 1513 |
|
|
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% | -$217 | ﹤0.01% | 763 |
|
|
2023
Q4 | $10.7K | Buy |
255
+5
| +2% | +$209 | ﹤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 | +$14K | ﹤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% | -$13K | ﹤0.01% | 443 |
|
|
2019
Q3 | $23K | Buy |
500
+250
| +100% | +$11.5K | 0.01% | 403 |
|
|
2019
Q2 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 458 |
|
|
2018
Q4 | $10K | Hold |
250
| – | – | ﹤0.01% | 437 |
|
|
2018
Q3 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 454 |
|