EWA
EP Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,100
| Closed | -$130K | – | 851 |
|
|
2023
Q4 | $130K | Buy |
+3,100
| New | +$130K | ﹤0.01% | 758 |
|
|
2018
Q4 | – | Sell |
-13,813
| Closed | -$677K | – | 279 |
|
|
2018
Q3 | $677K | Sell |
13,813
-1,794
| -11% | -$87.9K | 0.05% | 152 |
|
|
2018
Q2 | $767K | Sell |
15,607
-522
| -3% | -$25.7K | 0.07% | 100 |
|
|
2018
Q1 | $812K | Sell |
16,129
-7,085
| -31% | -$357K | 0.08% | 107 |
|
|
2017
Q4 | $1.14M | Sell |
23,214
-5,990
| -21% | -$295K | 0.12% | 73 |
|
|
2017
Q3 | $1.38M | Sell |
29,204
-11,766
| -29% | -$556K | 0.16% | 69 |
|
|
2017
Q2 | $1.87M | Buy |
+40,970
| New | +$1.87M | 0.23% | 69 |
|