Asset Dedication LLC’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 | $7.44K | Hold |
150
| – | – | ﹤0.01% | 868 |
|
|
2025
Q1 | $6.97K | Buy |
150
+1
| +0.7% | +$46 | ﹤0.01% | 816 |
|
|
2024
Q4 | $7.51K | Buy |
149
+1
| +0.7% | +$50 | ﹤0.01% | 801 |
|
|
2024
Q3 | $7.06K | Hold |
148
| – | – | ﹤0.01% | 853 |
|
|
2024
Q2 | $6.13K | Buy |
148
+1
| +0.7% | +$41 | ﹤0.01% | 891 |
|
|
2024
Q1 | $6K | Hold |
147
| – | – | ﹤0.01% | 752 |
|
|
2023
Q4 | $6K | Buy |
147
+2
| +1% | +$82 | ﹤0.01% | 765 |
|
|
2023
Q3 | $4K | Hold |
145
| – | – | ﹤0.01% | 820 |
|
|
2023
Q2 | $4K | Buy |
145
+1
| +0.7% | +$28 | ﹤0.01% | 801 |
|
|
2023
Q1 | $6K | Buy |
+144
| New | +$6K | ﹤0.01% | 721 |
|
|
2019
Q2 | – | Sell |
-114
| Closed | -$5K | – | 603 |
|
|
2019
Q1 | $5K | Hold |
114
| – | – | ﹤0.01% | 522 |
|
|
2018
Q4 | $5K | Hold |
114
| – | – | ﹤0.01% | 486 |
|
|
2018
Q3 | $6K | Hold |
114
| – | – | ﹤0.01% | 503 |
|
|
2018
Q2 | $6K | Hold |
114
| – | – | ﹤0.01% | 519 |
|
|
2018
Q1 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 431 |
|