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 |
|