Darwin 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 | $18.9K | Buy |
381
+5
| +1% | +$248 | 0.01% | 289 |
|
|
2025
Q1 | $19K | Hold |
376
| – | – | 0.01% | 310 |
|
|
2024
Q4 | $19K | Buy |
376
+6
| +2% | +$302 | 0.01% | 310 |
|
|
2024
Q3 | $17.6K | Buy |
+370
| New | +$17.6K | ﹤0.01% | 325 |
|
|
2021
Q2 | – | Sell |
-3,724
| Closed | -$211K | – | 179 |
|
|
2021
Q1 | $211K | Buy |
+3,724
| New | +$211K | 0.04% | 157 |
|