Creative Financial Designs’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 | $178K | Buy |
3,583
+24
| +0.7% | +$1.19K | 0.01% | 516 |
|
2025
Q1 | $166K | Sell |
3,559
-332
| -9% | -$15.5K | 0.01% | 493 |
|
2024
Q4 | $196K | Sell |
3,891
-1,151
| -23% | -$58K | 0.02% | 443 |
|
2024
Q3 | $240K | Buy |
5,042
+396
| +9% | +$18.8K | 0.02% | 406 |
|
2024
Q2 | $193K | Sell |
4,646
-475
| -9% | -$19.7K | 0.02% | 436 |
|
2024
Q1 | $222K | Sell |
5,121
-139
| -3% | -$6.03K | 0.02% | 392 |
|
2023
Q4 | $220K | Buy |
5,260
+60
| +1% | +$2.51K | 0.02% | 372 |
|
2023
Q3 | $175K | Buy |
5,200
+50
| +1% | +$1.68K | 0.02% | 362 |
|
2023
Q2 | $174K | Buy |
+5,150
| New | +$174K | 0.02% | 367 |
|