CX Institutional’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 | $304K | Sell |
6,129
-30,401
| -83% | -$1.51M | 0.01% | 503 |
|
|
2025
Q1 | $1.7M | Sell |
36,530
-17,352
| -32% | -$809K | 0.06% | 208 |
|
|
2024
Q4 | $2.71M | Sell |
53,882
-5,922
| -10% | -$298K | 0.11% | 157 |
|
|
2024
Q3 | $2.84M | Sell |
59,804
-1,921
| -3% | -$91.3K | 0.13% | 175 |
|
|
2024
Q2 | $2.56M | Sell |
61,725
-1,137
| -2% | -$47.1K | 0.12% | 184 |
|
|
2024
Q1 | $2.73M | Sell |
62,862
-10,084
| -14% | -$437K | 0.13% | 177 |
|
|
2023
Q4 | $3.05M | Sell |
72,946
-62,720
| -46% | -$2.62M | 0.16% | 170 |
|
|
2023
Q3 | $4.56M | Buy |
135,666
+17,628
| +15% | +$592K | 0.25% | 105 |
|
|
2023
Q2 | $4M | Buy |
+118,038
| New | +$4M | 0.21% | 145 |
|