Bartlett & Co Wealth Management’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 | $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 | +$28K | ﹤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 | +$22.4K | ﹤0.01% | 720 |
|