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