Atria Wealth Solutions’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 | $412K | Sell |
8,207
-131
| -2% | -$6.57K | 0.01% | 1006 |
|
|
2025
Q1 | $389K | Sell |
8,338
-25,669
| -75% | -$1.2M | ﹤0.01% | 1317 |
|
|
2024
Q4 | $1.71M | Buy |
34,007
+23,769
| +232% | +$1.2M | 0.02% | 698 |
|
|
2024
Q3 | $487K | Sell |
10,238
-549
| -5% | -$26.1K | 0.01% | 1253 |
|
|
2024
Q2 | $447K | Sell |
10,787
-56,903
| -84% | -$2.36M | ﹤0.01% | 1283 |
|
|
2024
Q1 | $2.94M | Buy |
67,690
+44,218
| +188% | +$1.92M | 0.03% | 505 |
|
|
2023
Q4 | $982K | Buy |
23,472
+637
| +3% | +$26.7K | 0.01% | 864 |
|
|
2023
Q3 | $769K | Sell |
22,835
-279
| -1% | -$9.39K | 0.01% | 926 |
|
|
2023
Q2 | $782K | Sell |
23,114
-6,570
| -22% | -$222K | 0.01% | 953 |
|
|
2023
Q1 | $1.06M | Buy |
29,684
+5,578
| +23% | +$200K | 0.02% | 772 |
|
|
2022
Q4 | $1.15M | Buy |
24,106
+5,990
| +33% | +$285K | 0.02% | 690 |
|
|
2022
Q3 | $865K | Buy |
18,116
+779
| +4% | +$37.2K | 0.01% | 767 |
|
|
2022
Q2 | $855K | Sell |
17,337
-22,617
| -57% | -$1.12M | 0.02% | 736 |
|
|
2022
Q1 | $2.36M | Buy |
+39,954
| New | +$2.36M | 0.04% | 434 |
|