Ballew Advisors’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 | $541K | Buy |
10,314
+36
| +0.4% | +$1.89K | 0.32% | 67 |
|
|
2025
Q1 | $416K | Buy |
+10,278
| New | +$416K | 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% | -$36.4K | 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% | -$12.3K | 0.29% | 73 |
|
|
2021
Q2 | $368K | Sell |
6,447
-7,813
| -55% | -$446K | 0.26% | 86 |
|
|
2021
Q1 | $814K | Buy |
14,260
+7,130
| +100% | +$407K | 0.3% | 72 |
|
|
2020
Q4 | $355K | Hold |
7,130
| – | – | 0.27% | 69 |
|
|
2020
Q3 | $250K | Buy |
7,130
+562
| +9% | +$19.7K | 0.21% | 73 |
|
|
2020
Q2 | $209K | Buy |
+6,568
| New | +$209K | 0.21% | 83 |
|
|
2020
Q1 | – | Sell |
-7,641
| Closed | -$384K | – | 82 |
|
|
2019
Q4 | $384K | Sell |
7,641
-356
| -4% | -$17.9K | 0.33% | 60 |
|
|
2019
Q3 | $354K | Sell |
7,997
-23
| -0.3% | -$1.02K | 0.32% | 64 |
|
|
2019
Q2 | $369K | Buy |
8,020
+43
| +0.5% | +$1.98K | 0.34% | 62 |
|
|
2019
Q1 | $382K | Sell |
7,977
-707
| -8% | -$33.9K | 0.35% | 57 |
|
|
2018
Q4 | $397K | Buy |
8,684
+157
| +2% | +$7.18K | 0.37% | 53 |
|
|
2018
Q3 | $376K | Buy |
8,527
+13
| +0.2% | +$573 | 0.34% | 54 |
|
|
2018
Q2 | $419K | Sell |
8,514
-1,080
| -11% | -$53.2K | 0.47% | 47 |
|
|
2018
Q1 | $483K | Buy |
9,594
+1,922
| +25% | +$96.8K | 0.42% | 50 |
|
|
2017
Q4 | $378K | Buy |
+7,672
| New | +$378K | 0.38% | 61 |
|