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Aspen Wealth Strategies’s iShares US Regional Banks ETF IAT Stock Holding History

Aspen Wealth Strategies’s Portfolio IAT Stock Details IAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,088
Closed -$548K – 79
2023
Q4 		$548K Buy
+13,088
New +$548K 0.4% 40