Bogart Wealth LLC’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 | $17.4K | Hold |
351
| – | – | ﹤0.01% | 662 |
|
|
2025
Q1 | $16.4K | Hold |
351
| – | – | ﹤0.01% | 630 |
|
|
2024
Q4 | $17.7K | Hold |
351
| – | – | ﹤0.01% | 606 |
|
|
2024
Q3 | $16.7K | Hold |
351
| – | – | ﹤0.01% | 583 |
|
|
2024
Q2 | $14.6K | Hold |
351
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $15.2K | Hold |
351
| – | – | ﹤0.01% | 569 |
|
|
2023
Q4 | $14.7K | Hold |
351
| – | – | ﹤0.01% | 554 |
|
|
2023
Q3 | $11.8K | Buy |
+351
| New | +$11.8K | ﹤0.01% | 562 |
|