Financial Freedom LLC’s iShares US Regional Banks ETF IAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,028	Closed	-$159K	–	355
2025 Q3	$159K	Buy	3,028 +22	+0.7%	+$1.15K	0.08%	115
2025 Q2	$149K	Buy	3,006 +25	+0.8%	+$1.14K	0.08%	114
2025 Q1	$139K	Buy	2,981 +16	+0.5%	+$803	0.08%	115
2024 Q4	$149K	Buy	2,965 +24	+0.8%	+$1.24K	0.08%	108
2024 Q3	$140K	Buy	2,941 +27	+0.9%	+$1.24K	0.07%	120
2024 Q2	$121K	Buy	2,914 +26	+0.9%	+$1.08K	0.07%	125
2024 Q1	$125K	Buy	2,888 +20	+0.7%	+$820	0.07%	123
2023 Q4	$120K	Buy	2,868 +75	+3%	+$2.69K	0.08%	121
2023 Q3	$93.8K	Hold	2,793	–	–	0.07%	124
2023 Q2	$94.5K	Buy	2,793 +25	+0.9%	+$840	0.07%	122
2023 Q1	$99.1K	Buy	+2,768	New	+$129K	0.07%	116