Creative Planning’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 | $630K | Buy |
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|
2025
Q2 | $511K | Buy |
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|
2025
Q1 | $479K | Hold |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $484K | Sell |
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|
2024
Q2 | $424K | Hold |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $435K | Buy |
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|
2020
Q2 | $394K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $470K | Sell |
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|
2018
Q3 | $588K | Buy |
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|
2018
Q2 | $587K | Buy |
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|
2018
Q1 | $599K | Hold |
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|
2017
Q4 | $586K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $30K | Sell |
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|
2017
Q1 | $72K | Sell |
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|
2016
Q4 | $184K | Buy |
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|
2016
Q3 | $15K | Sell |
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|
2016
Q2 | $62K | Hold |
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|
2016
Q1 | $60K | Hold |
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|
2015
Q4 | $66K | Sell |
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|
2015
Q3 | $74K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $7K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $58K | Sell |
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|
2014
Q2 | $61K | Buy |
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|
2014
Q1 | $61K | Hold |
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|
2013
Q4 | $57K | Sell |
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|
2013
Q3 | $58K | Sell |
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|
2013
Q2 | $63K | Buy |
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