Chicago Partners Investment Group’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $261K | Buy |
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|
2025
Q2 | $273K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $253K | Buy |
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|
2024
Q2 | $245K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $209K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $269K | Buy |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $235K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $49K | Buy |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $19K | Buy |
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