Capital Investment Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.2K	Sell	394 -36	-8%	-$2.04K	﹤0.01%	987
2025 Q4	$23.7K	Hold	430	–	–	﹤0.01%	941
2025 Q3	$22.6K	Hold	430	–	–	﹤0.01%	890
2025 Q2	$21.3K	Hold	430	–	–	﹤0.01%	866
2025 Q1	$20.1K	Sell	430 -2,000	-82%	-$100K	﹤0.01%	812
2024 Q4	$122K	Hold	2,430	–	–	0.01%	542
2024 Q3	$116K	Sell	2,430 -350	-13%	-$16.1K	0.01%	572
2024 Q2	$115K	Hold	2,780	–	–	0.01%	548
2024 Q1	$121K	Sell	2,780 -267	-9%	-$10.9K	0.01%	538
2023 Q4	$127K	Sell	3,047 -15,256	-83%	-$547K	0.01%	542
2023 Q3	$615K	Sell	18,303 -989	-5%	-$35.6K	0.06%	244
2023 Q2	$653K	Buy	19,292 +3,480	+22%	+$117K	0.06%	234
2023 Q1	$566K	Buy	15,812 +6,532	+70%	+$305K	0.07%	242
2022 Q4	$442K	Buy	9,280 +147	+2%	+$7.22K	0.05%	294
2022 Q3	$436K	Buy	9,133 +258	+3%	+$13.4K	0.06%	274
2022 Q2	$437K	Buy	8,875 +8,489	+2,199%	+$452K	0.05%	279
2022 Q1	$23K	Hold	386	–	–	﹤0.01%	684
2021 Q4	$24K	Buy	386 +36	+10%	+$2.28K	﹤0.01%	654
2021 Q3	$21K	Hold	350	–	–	﹤0.01%	625
2021 Q2	$20K	Sell	350 -800	-70%	-$47.4K	﹤0.01%	659
2021 Q1	$65K	Hold	1,150	–	–	0.01%	516
2020 Q4	$52K	Hold	1,150	–	–	0.01%	516
2020 Q3	$38K	Buy	+1,150	New	+$38.8K	0.01%	470
2020 Q1	–	Sell	-882	Closed	-$45K	–	585
2019 Q4	$45K	Hold	882	–	–	0.01%	396
2019 Q3	$41K	Buy	882 +1	+0.1%	+$46	0.01%	610
2019 Q2	$41K	Sell	881 -1,865	-68%	-$85.1K	0.01%	598
2019 Q1	$119K	Sell	2,746 -200	-7%	-$9.02K	0.04%	297
2018 Q4	$117K	Buy	+2,946	New	+$133K	0.05%	274