Centaurus Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,181
| Closed | -$102K | – | 976 |
|
|
2025
Q1 | $102K | Sell |
2,181
-15,967
| -88% | -$747K | 0.01% | 872 |
|
|
2024
Q4 | $914K | Buy |
+18,148
| New | +$914K | 0.06% | 288 |
|
|
2023
Q1 | – | Sell |
-2,186
| Closed | -$104K | – | 922 |
|
|
2022
Q4 | $104K | Buy |
2,186
+1
| +0% | +$48 | 0.01% | 786 |
|
|
2022
Q3 | $104K | Buy |
2,185
+1
| +0% | +$48 | 0.01% | 804 |
|
|
2022
Q2 | $108K | Hold |
2,184
| – | – | 0.01% | 782 |
|
|
2022
Q1 | $129K | Buy |
2,184
+358
| +20% | +$21.1K | 0.01% | 789 |
|
|
2021
Q4 | $113K | Sell |
1,826
-1,254
| -41% | -$77.6K | 0.01% | 859 |
|
|
2021
Q3 | $187K | Buy |
3,080
+1
| +0% | +$61 | 0.02% | 671 |
|
|
2021
Q2 | $177K | Buy |
3,079
+82
| +3% | +$4.71K | 0.01% | 703 |
|
|
2021
Q1 | $170K | Buy |
+2,997
| New | +$170K | 0.02% | 638 |
|
|
2018
Q3 | – | Sell |
-2,641
| Closed | -$130K | – | 1215 |
|
|
2018
Q2 | $130K | Buy |
+2,641
| New | +$130K | 0.02% | 625 |
|