Cetera Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Cetera Advisors’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$921K	Buy	21,242 +4,313	+25%	+$187K	0.01%	1204
2023 Q4	$708K	Sell	16,929 -2,253	-12%	-$94.3K	0.01%	935
2023 Q3	$645K	Sell	19,182 -37,114	-66%	-$1.25M	0.01%	923
2023 Q2	$1.91M	Buy	56,296 +40,280	+251%	+$1.36M	0.03%	476
2023 Q1	$573K	Buy	16,016 +5,624	+54%	+$201K	0.01%	949
2022 Q4	$495K	Buy	10,392 +232	+2%	+$11.1K	0.01%	977
2022 Q3	$485K	Buy	10,160 +402	+4%	+$19.2K	0.01%	790
2022 Q2	$481K	Sell	9,758 -12,346	-56%	-$609K	0.01%	857
2022 Q1	$1.3M	Buy	22,104 +4,203	+23%	+$248K	0.03%	525
2021 Q4	$1.11M	Buy	17,901 +7,603	+74%	+$470K	0.02%	560
2021 Q3	$624K	Sell	10,298 -2,093	-17%	-$127K	0.01%	796
2021 Q2	$713K	Buy	+12,391	New	+$713K	0.02%	674
2020 Q2	–	Sell	-9,086	Closed	-$263K	–	924
2020 Q1	$263K	Sell	9,086 -1,250	-12%	-$36.2K	0.01%	640
2019 Q4	$527K	Sell	10,336 -13,463	-57%	-$686K	0.02%	548
2019 Q3	$1.11M	Sell	23,799 -30,872	-56%	-$1.44M	0.05%	337
2019 Q2	$2.51M	Sell	54,671 -4,343	-7%	-$200K	0.11%	180
2019 Q1	$2.56M	Sell	59,014 -6,741	-10%	-$292K	0.13%	160
2018 Q4	$2.63M	Buy	65,755 +3,260	+5%	+$130K	0.15%	142
2018 Q3	$3.09M	Buy	62,495 +9,844	+19%	+$486K	0.15%	147
2018 Q2	$2.6M	Buy	52,651 +11,139	+27%	+$550K	0.15%	148
2018 Q1	$2.11M	Buy	41,512 +10,947	+36%	+$555K	0.13%	174
2017 Q4	$1.51M	Buy	30,565 +1,002	+3%	+$49.5K	0.09%	217
2017 Q3	$1.39M	Buy	29,563 +1,864	+7%	+$87.6K	0.08%	257
2017 Q2	$1.26M	Buy	27,699 +5,009	+22%	+$227K	0.08%	273
2017 Q1	$1.01M	Buy	22,690 +11,842	+109%	+$529K	0.07%	303
2016 Q4	$496K	Buy	+10,848	New	+$496K	0.04%	410
2016 Q1	–	Sell	-38,580	Closed	-$1.35M	–	739
2015 Q4	$1.35M	Buy	38,580 +134	+0.3%	+$4.69K	0.11%	197
2015 Q3	$1.3M	Buy	+38,446	New	+$1.3M	0.12%	182
2014 Q3	–	Sell	-7,882	Closed	-$274K	–	626
2014 Q2	$274K	Buy	+7,882	New	+$274K	0.03%	457