Ellis Investment Partners’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	$310K	Buy	6,264 +593	+10%	+$29.4K	0.06%	189
2025 Q1	$264K	Sell	5,671 -79	-1%	-$3.68K	0.05%	196
2024 Q4	$290K	Buy	+5,750	New	+$290K	0.06%	187
2022 Q2	–	Sell	-3,165	Closed	-$186K	–	805
2022 Q1	$186K	Buy	+3,165	New	+$186K	0.04%	227