Crestwood Advisors Group’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
2026 Q1	$2.44M	Sell	45,376 -650	-1%	-$36.9K	0.04%	211
2025 Q4	$2.54M	Sell	46,026 -835	-2%	-$43.4K	0.04%	195
2025 Q3	$2.46M	Sell	46,861 -4,671	-9%	-$244K	0.04%	192
2025 Q2	$2.55M	Sell	51,532 -1,025	-2%	-$46.7K	0.05%	179
2025 Q1	$2.45M	Sell	52,557 -6,200	-11%	-$311K	0.05%	181
2024 Q4	$2.96M	Sell	58,757 -659	-1%	-$34K	0.06%	160
2024 Q3	$2.82M	Sell	59,416 -800	-1%	-$36.8K	0.05%	157
2024 Q2	$2.5M	Sell	60,216 -4,043	-6%	-$167K	0.05%	159
2024 Q1	$2.79M	Sell	64,259 -18,560	-22%	-$761K	0.06%	147
2023 Q4	$3.47M	Sell	82,819 -5,972	-7%	-$214K	0.08%	139
2023 Q3	$2.98M	Buy	+88,791	New	+$3.2M	0.08%	134