Cary Street Partners Investment Advisory’s iShares US Regional Banks ETF IAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19	Closed	-$638	–	1157
2023 Q3	$638	Hold	19	–	–	﹤0.01%	1779
2023 Q2	$643	Sell	19 -20	-51%	-$677	﹤0.01%	1674
2023 Q1	$1.4K	Hold	39	–	–	﹤0.01%	1542
2022 Q4	$1.86K	Buy	+39	New	+$1.86K	﹤0.01%	1519