Bank of Montreal’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 | $200K | Sell |
4,032
-1,205
| -23% | -$59.7K | ﹤0.01% | 2521 |
|
|
2025
Q1 | $244K | Hold |
5,237
| – | – | ﹤0.01% | 2368 |
|
|
2024
Q4 | $264K | Sell |
5,237
-6,159
| -54% | -$310K | ﹤0.01% | 2330 |
|
|
2024
Q3 | $536K | Buy |
11,396
+5,513
| +94% | +$259K | ﹤0.01% | 2095 |
|
|
2024
Q2 | $244K | Buy |
5,883
+779
| +15% | +$32.3K | ﹤0.01% | 2599 |
|
|
2024
Q1 | $222K | Sell |
5,104
-8,169
| -62% | -$355K | ﹤0.01% | 2686 |
|
|
2023
Q4 | $567K | Sell |
13,273
-1,459
| -10% | -$62.4K | ﹤0.01% | 2038 |
|
|
2023
Q3 | $519K | Buy |
14,732
+9,844
| +201% | +$347K | ﹤0.01% | 2071 |
|
|
2023
Q2 | $170K | Sell |
4,888
-607
| -11% | -$21.1K | ﹤0.01% | 2900 |
|
|
2023
Q1 | $197K | Sell |
5,495
-90
| -2% | -$3.22K | ﹤0.01% | 2763 |
|
|
2022
Q4 | $267K | Hold |
5,585
| – | – | ﹤0.01% | 2581 |
|
|
2022
Q3 | $291 | Hold |
5,585
| – | – | ﹤0.01% | 2542 |
|
|
2022
Q2 | $284 | Hold |
5,585
| – | – | ﹤0.01% | 2647 |
|
|
2022
Q1 | $340K | Sell |
5,585
-490
| -8% | -$29.8K | ﹤0.01% | 2666 |
|
|
2021
Q4 | $380K | Sell |
6,075
-10,418
| -63% | -$652K | ﹤0.01% | 2524 |
|
|
2021
Q3 | $1.02M | Buy |
16,493
+9,705
| +143% | +$601K | ﹤0.01% | 2313 |
|
|
2021
Q2 | $391K | Buy |
6,788
+4,691
| +224% | +$270K | ﹤0.01% | 2830 |
|
|
2021
Q1 | $120K | Buy |
2,097
+1,697
| +424% | +$97.1K | ﹤0.01% | 2943 |
|
|
2020
Q4 | $20K | Hold |
400
| – | – | ﹤0.01% | 3933 |
|
|
2020
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 3570 |
|
|
2020
Q2 | $12K | Hold |
400
| – | – | ﹤0.01% | 3712 |
|
|
2020
Q1 | $11K | Sell |
400
-3,625
| -90% | -$99.7K | ﹤0.01% | 3136 |
|
|
2019
Q4 | $205K | Sell |
4,025
-85
| -2% | -$4.33K | ﹤0.01% | 2669 |
|
|
2019
Q3 | $191K | Sell |
4,110
-196
| -5% | -$9.11K | ﹤0.01% | 2485 |
|
|
2019
Q2 | $198K | Sell |
4,306
-243
| -5% | -$11.2K | ﹤0.01% | 2500 |
|
|
2019
Q1 | $198K | Sell |
4,549
-15,640
| -77% | -$681K | ﹤0.01% | 2368 |
|
|
2018
Q4 | $804K | Buy |
20,189
+15,334
| +316% | +$611K | ﹤0.01% | 1769 |
|
|
2018
Q3 | $238K | Sell |
4,855
-382
| -7% | -$18.7K | ﹤0.01% | 2382 |
|
|
2018
Q2 | $258K | Buy |
5,237
+467
| +10% | +$23K | ﹤0.01% | 2362 |
|
|
2018
Q1 | $240K | Sell |
4,770
-140
| -3% | -$7.04K | ﹤0.01% | 2338 |
|
|
2017
Q4 | $242K | Buy |
4,910
+1,005
| +26% | +$49.5K | ﹤0.01% | 2347 |
|
|
2017
Q3 | $184K | Buy |
3,905
+165
| +4% | +$7.78K | ﹤0.01% | 2478 |
|
|
2017
Q2 | $170K | Sell |
3,740
-1,762
| -32% | -$80.1K | ﹤0.01% | 2483 |
|
|
2017
Q1 | $247K | Buy |
5,502
+1,779
| +48% | +$79.9K | ﹤0.01% | 2160 |
|
|
2016
Q4 | $160K | Buy |
3,723
+658
| +21% | +$28.3K | ﹤0.01% | 2335 |
|
|
2016
Q3 | $108K | Sell |
3,065
-290
| -9% | -$10.2K | ﹤0.01% | 2499 |
|
|
2016
Q2 | $108K | Buy |
3,355
+660
| +24% | +$21.2K | ﹤0.01% | 2528 |
|
|
2016
Q1 | $86K | Sell |
2,695
-356
| -12% | -$11.4K | ﹤0.01% | 2643 |
|
|
2015
Q4 | $107K | Buy |
3,051
+736
| +32% | +$25.8K | ﹤0.01% | 2570 |
|
|
2015
Q3 | $78K | Sell |
2,315
-445
| -16% | -$15K | ﹤0.01% | 2517 |
|
|
2015
Q2 | $101K | Sell |
2,760
-1,028
| -27% | -$37.6K | ﹤0.01% | 2543 |
|
|
2015
Q1 | $132K | Buy |
3,788
+2,760
| +268% | +$96.2K | ﹤0.01% | 2314 |
|
|
2014
Q4 | $36K | Hold |
1,028
| – | – | ﹤0.01% | 2784 |
|
|
2014
Q3 | $34K | Sell |
1,028
-500
| -33% | -$16.5K | ﹤0.01% | 2837 |
|
|
2014
Q2 | $53K | Buy |
+1,528
| New | +$53K | ﹤0.01% | 2773 |
|