Cardiff Park Advisors’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	$132K	Buy	2,457 +12	+0.5%	+$681	0.01%	302
2025 Q4	$135K	Buy	2,445 +25	+1%	+$1.3K	0.01%	290
2025 Q3	$127K	Buy	2,420 +18	+0.7%	+$938	0.01%	309
2025 Q2	$119K	Buy	2,402 +20	+0.8%	+$911	0.01%	283
2025 Q1	$111K	Buy	2,382 +13	+0.5%	+$652	0.01%	282
2024 Q4	$119K	Buy	2,369 +19	+0.8%	+$982	0.01%	273
2024 Q3	$112K	Buy	2,350 +22	+0.9%	+$1.01K	0.01%	275
2024 Q2	$96.5K	Buy	2,328 +20	+0.9%	+$827	0.01%	272
2024 Q1	$100K	Buy	2,308 +16	+0.7%	+$656	0.01%	290
2023 Q4	$95.9K	Buy	2,292 +61	+3%	+$2.19K	0.01%	267
2023 Q3	$75K	Hold	2,231	–	–	0.01%	256
2023 Q2	$75.5K	Buy	2,231 +19	+0.9%	+$639	0.01%	270
2023 Q1	$79.2K	Buy	+2,212	New	+$103K	0.01%	264