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
2026 Q1	$38.1K	Hold	663	–	–	﹤0.01%	730
2025 Q4	$36.6K	Hold	663	–	–	﹤0.01%	719
2025 Q3	$34.8K	Hold	663	–	–	﹤0.01%	733
2025 Q2	$32.9K	Hold	663	–	–	﹤0.01%	727
2025 Q1	$30.9K	Hold	663	–	–	﹤0.01%	738
2024 Q4	$33.4K	Hold	663	–	–	﹤0.01%	721
2024 Q3	$31.5K	Hold	663	–	–	﹤0.01%	741
2024 Q2	$27.5K	Hold	663	–	–	﹤0.01%	768
2024 Q1	$28.8K	Hold	663	–	–	﹤0.01%	757
2023 Q4	$28K	Buy	+663	New	+$23.8K	﹤0.01%	807
2023 Q1	–	Sell	-380	Closed	-$18.1K	–	1080
2022 Q4	$18.1K	Hold	380	–	–	﹤0.01%	733
2022 Q3	$18.1K	Hold	380	–	–	﹤0.01%	722
2022 Q2	$18.7K	Hold	380	–	–	﹤0.01%	748
2022 Q1	$22.4K	Buy	+380	New	+$24.1K	﹤0.01%	720