Barrett & Company’s iShares US Regional Banks ETF IAT Stock Holding History

Barrett & Company’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$57.5K	Buy
2025 Q2	$53.8K	Buy
2025 Q1	$50.2K	Buy
2024 Q4	$53.9K	Buy
2024 Q3	$50.5K	Buy
2024 Q2	$43.6K	Buy
2024 Q1	$45.3K	Buy
2023 Q4	$43.3K	Buy
2023 Q3	$33.9K	Hold
2023 Q2	$34.1K	Buy