Cetera Investment Advisers’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 | $2.75M | Sell |
55,508
-3,926
| -7% | -$195K | ﹤0.01% | 1613 |
|
|
2025
Q1 | $2.77M | Buy |
59,434
+16,402
| +38% | +$765K | 0.01% | 1510 |
|
|
2024
Q4 | $2.17M | Buy |
43,032
+14,599
| +51% | +$735K | ﹤0.01% | 1588 |
|
|
2024
Q3 | $1.35M | Sell |
28,433
-2,092
| -7% | -$99.5K | ﹤0.01% | 1892 |
|
|
2024
Q2 | $1.27M | Buy |
30,525
+903
| +3% | +$37.4K | ﹤0.01% | 1900 |
|
|
2024
Q1 | $1.29M | Buy |
29,622
+20,405
| +221% | +$885K | ﹤0.01% | 1884 |
|
|
2023
Q4 | $386K | Sell |
9,217
-192
| -2% | -$8.03K | ﹤0.01% | 1636 |
|
|
2023
Q3 | $316K | Buy |
9,409
+2,120
| +29% | +$71.2K | ﹤0.01% | 1688 |
|
|
2023
Q2 | $247K | Buy |
7,289
+593
| +9% | +$20.1K | ﹤0.01% | 1865 |
|
|
2023
Q1 | $240K | Buy |
6,696
+100
| +2% | +$3.58K | ﹤0.01% | 1835 |
|
|
2022
Q4 | $314K | Buy |
+6,596
| New | +$314K | ﹤0.01% | 1639 |
|
|
2022
Q3 | – | Sell |
-6,926
| Closed | -$341K | – | 1804 |
|
|
2022
Q2 | $341K | Buy |
6,926
+64
| +0.9% | +$3.15K | 0.01% | 1333 |
|
|
2022
Q1 | $404K | Buy |
6,862
+398
| +6% | +$23.4K | 0.01% | 1305 |
|
|
2021
Q4 | $399K | Buy |
6,464
+750
| +13% | +$46.3K | 0.01% | 1324 |
|
|
2021
Q3 | $346K | Buy |
5,714
+14
| +0.2% | +$848 | 0.01% | 1346 |
|
|
2021
Q2 | $328K | Hold |
5,700
| – | – | 0.01% | 1364 |
|
|
2021
Q1 | $323K | Sell |
5,700
-673
| -11% | -$38.1K | 0.01% | 1221 |
|
|
2020
Q4 | $289K | Buy |
+6,373
| New | +$289K | 0.01% | 1258 |
|