Creative Planning’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 | $511K | Buy |
10,307
+45
| +0.4% | +$2.23K | ﹤0.01% | 2450 |
|
|
2025
Q1 | $479K | Hold |
10,262
| – | – | ﹤0.01% | 2323 |
|
|
2024
Q4 | $517K | Buy |
10,262
+91
| +0.9% | +$4.58K | ﹤0.01% | 2184 |
|
|
2024
Q3 | $484K | Sell |
10,171
-50
| -0.5% | -$2.38K | ﹤0.01% | 2139 |
|
|
2024
Q2 | $424K | Hold |
10,221
| – | – | ﹤0.01% | 2065 |
|
|
2024
Q1 | $443K | Sell |
10,221
-14,634
| -59% | -$635K | ﹤0.01% | 1932 |
|
|
2023
Q4 | $1.04M | Buy |
24,855
+14,129
| +132% | +$591K | ﹤0.01% | 1205 |
|
|
2023
Q3 | $360K | Sell |
10,726
-4,331
| -29% | -$146K | ﹤0.01% | 1787 |
|
|
2023
Q2 | $510K | Buy |
15,057
+2,702
| +22% | +$91.5K | ﹤0.01% | 1535 |
|
|
2023
Q1 | $442K | Buy |
12,355
+1,733
| +16% | +$62K | ﹤0.01% | 1545 |
|
|
2022
Q4 | $506K | Buy |
10,622
+304
| +3% | +$14.5K | ﹤0.01% | 1413 |
|
|
2022
Q3 | $493K | Buy |
10,318
+4
| +0% | +$191 | ﹤0.01% | 1332 |
|
|
2022
Q2 | $508K | Sell |
10,314
-13,126
| -56% | -$647K | ﹤0.01% | 1300 |
|
|
2022
Q1 | $1.38M | Buy |
23,440
+2,274
| +11% | +$134K | ﹤0.01% | 849 |
|
|
2021
Q4 | $1.31M | Buy |
21,166
+643
| +3% | +$39.7K | ﹤0.01% | 835 |
|
|
2021
Q3 | $1.24M | Sell |
20,523
-445
| -2% | -$27K | ﹤0.01% | 852 |
|
|
2021
Q2 | $1.21M | Sell |
20,968
-3,942
| -16% | -$227K | ﹤0.01% | 860 |
|
|
2021
Q1 | $1.41M | Sell |
24,910
-1,122
| -4% | -$63.6K | ﹤0.01% | 860 |
|
|
2020
Q4 | $1.18M | Buy |
26,032
+12,753
| +96% | +$578K | ﹤0.01% | 867 |
|
|
2020
Q3 | $435K | Buy |
13,279
+1,623
| +14% | +$53.2K | ﹤0.01% | 1187 |
|
|
2020
Q2 | $394K | Buy |
+11,656
| New | +$394K | ﹤0.01% | 1149 |
|
|
2019
Q1 | – | Sell |
-11,794
| Closed | -$470K | – | 1875 |
|
|
2018
Q4 | $470K | Sell |
11,794
-204
| -2% | -$8.13K | ﹤0.01% | 992 |
|
|
2018
Q3 | $588K | Buy |
11,998
+60
| +0.5% | +$2.94K | ﹤0.01% | 987 |
|
|
2018
Q2 | $587K | Buy |
11,938
+50
| +0.4% | +$2.46K | ﹤0.01% | 977 |
|
|
2018
Q1 | $599K | Hold |
11,888
| – | – | ﹤0.01% | 983 |
|
|
2017
Q4 | $586K | Buy |
+11,888
| New | +$586K | ﹤0.01% | 976 |
|
|
2017
Q3 | – | Sell |
-669
| Closed | -$30K | – | 2662 |
|
|
2017
Q2 | $30K | Sell |
669
-936
| -58% | -$42K | ﹤0.01% | 2859 |
|
|
2017
Q1 | $72K | Sell |
1,605
-2,453
| -60% | -$110K | ﹤0.01% | 2167 |
|
|
2016
Q4 | $184K | Buy |
4,058
+3,635
| +859% | +$165K | ﹤0.01% | 1442 |
|
|
2016
Q3 | $15K | Sell |
423
-1,477
| -78% | -$52.4K | ﹤0.01% | 3193 |
|
|
2016
Q2 | $62K | Hold |
1,900
| – | – | ﹤0.01% | 1974 |
|
|
2016
Q1 | $60K | Hold |
1,900
| – | – | ﹤0.01% | 1953 |
|
|
2015
Q4 | $66K | Sell |
1,900
-300
| -14% | -$10.4K | ﹤0.01% | 1873 |
|
|
2015
Q3 | $74K | Buy |
+2,200
| New | +$74K | ﹤0.01% | 1762 |
|
|
2015
Q2 | – | Sell |
-192
| Closed | -$7K | – | 1865 |
|
|
2015
Q1 | $7K | Buy |
+192
| New | +$7K | ﹤0.01% | 3337 |
|
|
2014
Q4 | – | Sell |
-1,738
| Closed | -$58K | – | 4083 |
|
|
2014
Q3 | $58K | Sell |
1,738
-8
| -0.5% | -$267 | ﹤0.01% | 1805 |
|
|
2014
Q2 | $61K | Buy |
1,746
+8
| +0.5% | +$279 | ﹤0.01% | 1724 |
|
|
2014
Q1 | $61K | Hold |
1,738
| – | – | ﹤0.01% | 1671 |
|
|
2013
Q4 | $57K | Sell |
1,738
-200
| -10% | -$6.56K | ﹤0.01% | 1516 |
|
|
2013
Q3 | $58K | Sell |
1,938
-219
| -10% | -$6.55K | ﹤0.01% | 1423 |
|
|
2013
Q2 | $63K | Buy |
+2,157
| New | +$63K | ﹤0.01% | 1253 |
|