EWM
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Elmwood Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Elmwood Wealth Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-203
Closed -$9K – 157
2019
Q3 		$9K Hold
203
– – 0.01% 184
2019
Q2 		$9K Hold
203
– – 0.01% 201
2019
Q1 		$9K Hold
203
– – 0.01% 195
2018
Q4 		$8K Buy
+203
New +$8K 0.01% 203