Ballew Advisors’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 Q4	–	Sell	-5,694	Closed	-$292K	–	125
2025 Q3	$292K	Sell	5,694 -4,620	-45%	-$241K	0.16%	95
2025 Q2	$541K	Buy	10,314 +36	+0.4%	+$1.64K	0.32%	67
2025 Q1	$416K	Buy	+10,278	New	+$516K	0.28%	71
2023 Q1	–	Sell	-5,499	Closed	-$277K	–	110
2022 Q4	$277K	Hold	5,499	–	–	0.21%	81
2022 Q3	$266K	Sell	5,499 -753	-12%	-$39.1K	0.24%	79
2022 Q2	$300K	Hold	6,252	–	–	0.27%	71
2022 Q1	$349K	Hold	6,252	–	–	0.27%	79
2021 Q4	$433K	Hold	6,252	–	–	0.3%	74
2021 Q3	$394K	Sell	6,252 -195	-3%	-$11.2K	0.29%	73
2021 Q2	$368K	Sell	6,447 -7,813	-55%	-$463K	0.26%	86
2021 Q1	$814K	Buy	14,260 +7,130	+100%	+$377K	0.3%	72
2020 Q4	$355K	Hold	7,130	–	–	0.27%	69
2020 Q3	$250K	Buy	7,130 +562	+9%	+$19K	0.21%	73
2020 Q2	$209K	Buy	+6,568	New	+$214K	0.21%	83
2020 Q1	–	Sell	-7,641	Closed	-$384K	–	82
2019 Q4	$384K	Sell	7,641 -356	-4%	-$17.4K	0.33%	60
2019 Q3	$354K	Sell	7,997 -23	-0.3%	-$1.05K	0.32%	64
2019 Q2	$369K	Buy	8,020 +43	+0.5%	+$1.96K	0.34%	62
2019 Q1	$382K	Sell	7,977 -707	-8%	-$31.9K	0.35%	57
2018 Q4	$397K	Buy	8,684 +157	+2%	+$7.11K	0.37%	53
2018 Q3	$376K	Buy	8,527 +13	+0.2%	+$665	0.34%	54
2018 Q2	$419K	Sell	8,514 -1,080	-11%	-$55.3K	0.47%	47
2018 Q1	$483K	Buy	9,594 +1,922	+25%	+$100K	0.42%	50
2017 Q4	$378K	Buy	+7,672	New	+$368K	0.38%	61