Chicago Partners Investment Group’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 | $273K | Buy |
5,217
+42
| +0.8% | +$2.2K | 0.01% | 889 |
|
|
2025
Q1 | $232K | Buy |
5,175
+29
| +0.6% | +$1.3K | 0.01% | 799 |
|
|
2024
Q4 | $261K | Buy |
5,146
+41
| +0.8% | +$2.08K | 0.01% | 710 |
|
|
2024
Q3 | $253K | Buy |
5,105
+48
| +0.9% | +$2.38K | 0.01% | 678 |
|
|
2024
Q2 | $245K | Buy |
5,057
+44
| +0.9% | +$2.13K | 0.01% | 651 |
|
|
2024
Q1 | $210K | Buy |
5,013
+36
| +0.7% | +$1.51K | 0.01% | 685 |
|
|
2023
Q4 | $209K | Buy |
+4,977
| New | +$209K | 0.01% | 647 |
|
|
2023
Q1 | – | Sell |
-5,423
| Closed | -$290K | – | 674 |
|
|
2022
Q4 | $290K | Buy |
5,423
+369
| +7% | +$19.8K | 0.02% | 484 |
|
|
2022
Q3 | $252K | Buy |
5,054
+5
| +0.1% | +$249 | 0.02% | 475 |
|
|
2022
Q2 | $267K | Buy |
5,049
+4
| +0.1% | +$212 | 0.02% | 468 |
|
|
2022
Q1 | $258K | Buy |
5,045
+2
| +0% | +$102 | 0.02% | 450 |
|
|
2021
Q4 | $325K | Buy |
5,043
+244
| +5% | +$15.7K | 0.02% | 420 |
|
|
2021
Q3 | $314K | Buy |
4,799
+2
| +0% | +$131 | 0.02% | 428 |
|
|
2021
Q2 | $269K | Buy |
4,797
+1
| +0% | +$56 | 0.02% | 448 |
|
|
2021
Q1 | $282K | Buy |
4,796
+1
| +0% | +$59 | 0.02% | 412 |
|
|
2020
Q4 | $235K | Buy |
+4,795
| New | +$235K | 0.02% | 405 |
|
|
2018
Q4 | – | Sell |
-1,096
| Closed | -$49K | – | 596 |
|
|
2018
Q3 | $49K | Buy |
1,096
+718
| +190% | +$32.1K | 0.01% | 517 |
|
|
2018
Q2 | $19K | Hold |
378
| – | – | ﹤0.01% | 673 |
|
|
2018
Q1 | $19K | Buy |
+378
| New | +$19K | ﹤0.01% | 649 |
|