Crestwood Advisors Group’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 | $2.55M | Sell |
51,532
-1,025
| -2% | -$50.8K | 0.05% | 179 |
|
|
2025
Q1 | $2.45M | Sell |
52,557
-6,200
| -11% | -$289K | 0.05% | 181 |
|
|
2024
Q4 | $2.96M | Sell |
58,757
-659
| -1% | -$33.2K | 0.06% | 160 |
|
|
2024
Q3 | $2.82M | Sell |
59,416
-800
| -1% | -$38K | 0.05% | 157 |
|
|
2024
Q2 | $2.5M | Sell |
60,216
-4,043
| -6% | -$168K | 0.05% | 159 |
|
|
2024
Q1 | $2.79M | Sell |
64,259
-18,560
| -22% | -$805K | 0.06% | 147 |
|
|
2023
Q4 | $3.47M | Sell |
82,819
-5,972
| -7% | -$250K | 0.08% | 139 |
|
|
2023
Q3 | $2.98M | Buy |
+88,791
| New | +$2.98M | 0.08% | 134 |
|