Breakwater Capital Group’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 | $275K | Sell |
5,548
-49
| -0.9% | -$2.43K | 0.04% | 294 |
|
|
2025
Q1 | $261K | Hold |
5,597
| – | – | 0.05% | 286 |
|
|
2024
Q4 | $282K | Sell |
5,597
-30
| -0.5% | -$1.51K | 0.06% | 238 |
|
|
2024
Q3 | $268K | Hold |
5,627
| – | – | 0.05% | 249 |
|
|
2024
Q2 | $233K | Hold |
5,627
| – | – | 0.05% | 252 |
|
|
2024
Q1 | $244K | Hold |
5,627
| – | – | 0.06% | 232 |
|
|
2023
Q4 | $234K | Buy |
+5,627
| New | +$234K | 0.07% | 222 |
|