Beacon Pointe Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,335
| Closed | -$223K | – | 1343 |
|
|
2023
Q4 | $223K | Sell |
5,335
-749
| -12% | -$31.3K | ﹤0.01% | 1163 |
|
|
2023
Q3 | $204K | Buy |
+6,084
| New | +$204K | ﹤0.01% | 1214 |
|
|
2023
Q2 | – | Sell |
-7,178
| Closed | -$257K | – | 1121 |
|
|
2023
Q1 | $257K | Buy |
+7,178
| New | +$257K | ﹤0.01% | 989 |
|
|
2022
Q2 | – | Sell |
-5,526
| Closed | -$326K | – | 1127 |
|
|
2022
Q1 | $326K | Buy |
5,526
+969
| +21% | +$57.2K | ﹤0.01% | 952 |
|
|
2021
Q4 | $281K | Sell |
4,557
-32
| -0.7% | -$1.97K | 0.01% | 756 |
|
|
2021
Q3 | $278K | Buy |
+4,589
| New | +$278K | 0.01% | 734 |
|