CCA
Cadent Capital Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
22,722
-46,187
| -67% | -$2.29M | 0.36% | 58 |
|
|
2025
Q1 | $3.21M | Sell |
68,909
-1,206
| -2% | -$56.2K | 1.15% | 23 |
|
|
2024
Q4 | $3.53M | Buy |
70,115
+40,473
| +137% | +$2.04M | 1.22% | 23 |
|
|
2024
Q3 | $1.41M | Buy |
+29,642
| New | +$1.41M | 0.43% | 46 |
|
|
2022
Q2 | – | Sell |
-73,113
| Closed | -$4.31M | – | 120 |
|
|
2022
Q1 | $4.31M | Sell |
73,113
-490
| -0.7% | -$28.9K | 1.96% | 20 |
|
|
2021
Q4 | $4.55M | Buy |
73,603
+1,033
| +1% | +$63.8K | 2.01% | 21 |
|
|
2021
Q3 | $4.4M | Buy |
72,570
+4,279
| +6% | +$259K | 1.96% | 21 |
|
|
2021
Q2 | $3.93M | Buy |
68,291
+4,353
| +7% | +$250K | 1.63% | 23 |
|
|
2021
Q1 | $3.62M | Buy |
+63,938
| New | +$3.62M | 1.61% | 27 |
|