Breakwater Capital Group’s iShares US Regional Banks ETF IAT Stock Holding History

Breakwater Capital Group’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$291K	Sell
2025 Q2	$275K	Sell
2025 Q1	$261K	Hold
2024 Q4	$282K	Sell
2024 Q3	$268K	Hold
2024 Q2	$233K	Hold
2024 Q1	$244K	Hold
2023 Q4	$234K	Buy