Carson Wealth (CWM LLC)’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 | $398K | Sell |
7,386
-6,935
| -48% | -$393K | ﹤0.01% | 2185 |
|
|
2025
Q4 | $790K | Sell |
14,321
-539
| -4% | -$28K | ﹤0.01% | 1643 |
|
|
2025
Q3 | $781K | Sell |
14,860
-1,720
| -10% | -$89.7K | ﹤0.01% | 1541 |
|
|
2025
Q2 | $822K | Sell |
16,580
-3,782
| -19% | -$172K | ﹤0.01% | 1351 |
|
|
2025
Q1 | $949K | Buy |
20,362
+3,876
| +24% | +$194K | ﹤0.01% | 1152 |
|
|
2024
Q4 | $830K | Buy |
16,486
+15,100
| +1,089% | +$780K | ﹤0.01% | 1181 |
|
|
2024
Q3 | $66K | Sell |
1,386
-1,267
| -48% | -$58.3K | ﹤0.01% | 2475 |
|
|
2024
Q2 | $110K | Buy |
2,653
+195
| +8% | +$8.07K | ﹤0.01% | 1910 |
|
|
2024
Q1 | $107K | Buy |
2,458
+405
| +20% | +$16.6K | ﹤0.01% | 1840 |
|
|
2023
Q4 | $86K | Buy |
2,053
+50
| +2% | +$1.79K | ﹤0.01% | 1845 |
|
|
2023
Q3 | $67K | Sell |
2,003
-1,630
| -45% | -$58.7K | ﹤0.01% | 1886 |
|
|
2023
Q2 | $123K | Sell |
3,633
-1,277
| -26% | -$42.9K | ﹤0.01% | 1462 |
|
|
2023
Q1 | $176K | Hold |
4,910
| – | – | ﹤0.01% | 1246 |
|
|
2022
Q4 | $234K | Hold |
4,910
| – | – | ﹤0.01% | 1041 |
|
|
2022
Q3 | $234K | Hold |
4,910
| – | – | ﹤0.01% | 992 |
|
|
2022
Q2 | $242K | Sell |
4,910
-433
| -8% | -$23.1K | ﹤0.01% | 969 |
|
|
2022
Q1 | $315K | Buy |
5,343
+433
| +9% | +$27.4K | ﹤0.01% | 866 |
|
|
2021
Q4 | $303K | Buy |
+4,910
| New | +$310K | ﹤0.01% | 864 |
|
|
2021
Q2 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2021
Q1 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2020
Q4 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2020
Q3 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2020
Q2 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2020
Q1 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2019
Q4 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2019
Q3 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2019
Q2 | $282K | Hold |
4,910
| – | – | ﹤0.01% | 801 |
|
|
2019
Q1 | $282K | Sell |
4,910
-26,267
| -84% | -$1.18M | ﹤0.01% | 801 |
|
|
2018
Q4 | $1.24M | Sell |
31,177
-28,501
| -48% | -$1.29M | 0.03% | 341 |
|
|
2018
Q3 | $2.92M | Buy |
59,678
+43,884
| +278% | +$2.24M | 0.07% | 228 |
|
|
2018
Q2 | $776K | Buy |
15,794
+15,494
| +5,165% | +$793K | 0.03% | 293 |
|
|
2018
Q1 | $15K | Sell |
300
-1,000
| -77% | -$52.2K | ﹤0.01% | 766 |
|
|
2017
Q4 | $64K | Hold |
1,300
| – | – | ﹤0.01% | 493 |
|
|
2017
Q3 | $61K | Hold |
1,300
| – | – | ﹤0.01% | 484 |
|
|
2017
Q2 | $59K | Hold |
1,300
| – | – | ﹤0.01% | 452 |
|
|
2017
Q1 | $58K | Hold |
1,300
| – | – | ﹤0.01% | 430 |
|
|
2016
Q4 | $59K | Buy |
+1,300
| New | +$52.6K | ﹤0.01% | 424 |
|
Other funds holding IAT
GHA
