Caldwell Trust’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1K | Sell |
305
-270
|
|
||||
|
2025
Q1 | $26.8K | Hold |
575
|
|
||||
|
2024
Q4 | $29K | Hold |
575
|
|
||||
|
2024
Q3 | $27.3K | Hold |
575
|
|
||||
|
2024
Q2 | $23.8K | Hold |
575
|
|
||||
|
2024
Q1 | $24.9K | Hold |
575
|
|
||||
|
2023
Q4 | $24.1K | Hold |
575
|
|
||||
|
2023
Q3 | $19.3K | Hold |
575
|
|
||||
|
2023
Q2 | $19.5K | Hold |
575
|
|
||||
|
2023
Q1 | $20.6K | Sell |
575
-118
|
|
||||
|
2022
Q4 | $33K | Hold |
693
|
|
||||
|
2022
Q3 | $33.1K | Hold |
693
|
|
||||
|
2022
Q2 | $34.2K | Hold |
693
|
|
||||
|
2022
Q1 | $40.8K | Sell |
693
-510
|
|
||||
|
2021
Q4 | $74.3K | Hold |
1,203
|
|
||||
|
2021
Q3 | $72.9K | Hold |
1,203
|
|
||||
|
2021
Q2 | $69.2K | Hold |
1,203
|
|
||||
|
2021
Q1 | $68.2K | Buy |
1,203
+815
|
|
||||
|
2020
Q4 | $17.6K | Hold |
388
|
|
||||
|
2020
Q3 | $12.7K | Sell |
388
-656
|
|
||||
|
2020
Q2 | $35.3K | Hold |
1,044
|
|
||||
|
2020
Q1 | $30.2K | Sell |
1,044
-463
|
|
||||
|
2019
Q4 | $76.8K | Buy |
+1,507
|
|