Bartlett & Co Wealth Management’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
Q3 | $34.8K | Hold |
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|
2025
Q2 | $32.9K | Hold |
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|
2025
Q1 | $30.9K | Hold |
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|
2024
Q4 | $33.4K | Hold |
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|
2024
Q3 | $31.5K | Hold |
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|
2024
Q2 | $27.5K | Hold |
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|
2024
Q1 | $28.8K | Hold |
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|
2023
Q4 | $28K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $18.1K | Hold |
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|
2022
Q3 | $18.1K | Hold |
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|
2022
Q2 | $18.7K | Hold |
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|
2022
Q1 | $22.4K | Buy |
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