Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
|
|||||
|
2025
Q1 | $389K | Sell |
|
|||||
|
2024
Q4 | $1.71M | Buy |
|
|||||
|
2024
Q3 | $487K | Sell |
|
|||||
|
2024
Q2 | $447K | Sell |
|
|||||
|
2024
Q1 | $2.94M | Buy |
|
|||||
|
2023
Q4 | $982K | Buy |
|
|||||
|
2023
Q3 | $769K | Sell |
|
|||||
|
2023
Q2 | $782K | Sell |
|
|||||
|
2023
Q1 | $1.06M | Buy |
|
|||||
|
2022
Q4 | $1.15M | Buy |
|
|||||
|
2022
Q3 | $865K | Buy |
|
|||||
|
2022
Q2 | $855K | Sell |
|
|||||
|
2022
Q1 | $2.35M | Buy |
|