Barrett & Company’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
2026 Q1	$59.8K	Buy	1,111 +6	+0.5%	+$340	0.02%	269
2025 Q4	$60.9K	Buy	1,105 +11	+1%	+$571	0.02%	270
2025 Q3	$57.5K	Buy	1,094 +8	+0.7%	+$417	0.02%	278
2025 Q2	$53.8K	Buy	1,086 +9	+0.8%	+$410	0.02%	284
2025 Q1	$50.2K	Buy	1,077 +6	+0.6%	+$301	0.02%	269
2024 Q4	$53.9K	Buy	1,071 +9	+0.8%	+$465	0.02%	256
2024 Q3	$50.5K	Buy	1,062 +10	+1%	+$460	0.02%	262
2024 Q2	$43.6K	Buy	1,052 +9	+0.9%	+$372	0.02%	282
2024 Q1	$45.3K	Buy	1,043 +7	+0.7%	+$287	0.02%	285
2023 Q4	$43.3K	Buy	1,036 +27	+3%	+$969	0.02%	268
2023 Q3	$33.9K	Hold	1,009	–	–	0.02%	284
2023 Q2	$34.1K	Buy	+1,009	New	+$33.9K	0.02%	284