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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.6K | Hold |
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2025
Q2 | $21.3K | Hold |
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2025
Q1 | $20.1K | Sell |
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|
2024
Q4 | $122K | Hold |
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|
2024
Q3 | $116K | Sell |
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|
2024
Q2 | $115K | Hold |
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|
2024
Q1 | $121K | Sell |
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|
2023
Q4 | $127K | Sell |
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|
2023
Q3 | $615K | Sell |
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|
2023
Q2 | $653K | Buy |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $437K | Buy |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $20K | Sell |
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|
2021
Q1 | $65K | Hold |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $38K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $45K | Hold |
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|
2019
Q3 | $41K | Buy |
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|
2019
Q2 | $41K | Sell |
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|
2019
Q1 | $119K | Sell |
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|
2018
Q4 | $117K | Buy |
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