Aveo Capital Partners’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
Q1
Sell
2024
Q4
$398K Buy
2024
Q3
$334K Sell
2024
Q2
$299K Sell
2024
Q1
$390K Sell
2023
Q4
$1.77M Buy
2023
Q3
$1.13M Sell
2023
Q2
$1.19M Buy
2023
Q1
$467K Buy