Clearstead Advisors’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 | $13.6K | Hold |
275
| – | – | ﹤0.01% | 1771 |
|
|
2025
Q1 | $12.8K | Hold |
275
| – | – | ﹤0.01% | 1544 |
|
|
2024
Q4 | $13.8K | Hold |
275
| – | – | ﹤0.01% | 1492 |
|
|
2024
Q3 | $13.1K | Sell |
275
-200
| -42% | -$9.51K | ﹤0.01% | 1530 |
|
|
2024
Q2 | $19.7K | Sell |
475
-400
| -46% | -$16.6K | ﹤0.01% | 1381 |
|
|
2024
Q1 | $37.5K | Sell |
875
-233
| -21% | -$9.98K | ﹤0.01% | 834 |
|
|
2023
Q4 | $46.4K | Sell |
1,108
-1,108
| -50% | -$46.4K | ﹤0.01% | 756 |
|
|
2023
Q3 | $74.5K | Buy |
2,216
+1,108
| +100% | +$37.2K | ﹤0.01% | 802 |
|
|
2023
Q2 | $37.5K | Buy |
+1,108
| New | +$37.5K | ﹤0.01% | 783 |
|