Dakota Wealth Management’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
$916K Hold
18,484
0.02% 399
2025
Q1
$862K Hold
18,484
0.02% 402
2024
Q4
$931K Hold
18,484
0.02% 378
2024
Q3
$879K Hold
18,484
0.02% 393
2024
Q2
$766K Hold
18,484
0.02% 418
2024
Q1
$802K Buy
+18,484
New +$802K 0.02% 402