Founders Financial Alliance’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 | $26.5K | Buy |
535
+3
| +0.6% | +$149 | 0.01% | 420 |
|
|
2025
Q1 | $24.8K | Buy |
532
+2
| +0.4% | +$93 | 0.01% | 483 |
|
|
2024
Q4 | $26.7K | Buy |
530
+4
| +0.8% | +$201 | 0.01% | 424 |
|
|
2024
Q3 | $25K | Buy |
526
+3
| +0.6% | +$143 | 0.01% | 437 |
|
|
2024
Q2 | $21.7K | Buy |
523
+4
| +0.8% | +$166 | 0.01% | 434 |
|
|
2024
Q1 | $22.5K | Buy |
519
+2
| +0.4% | +$87 | 0.01% | 434 |
|
|
2023
Q4 | $21.6K | Buy |
517
+10
| +2% | +$418 | 0.01% | 396 |
|
|
2023
Q3 | $17K | Sell |
507
-87
| -15% | -$2.92K | 0.01% | 392 |
|
|
2023
Q2 | $20.1K | Sell |
594
-266
| -31% | -$9.01K | 0.01% | 413 |
|
|
2023
Q1 | $30.8K | Sell |
860
-1,247
| -59% | -$44.7K | 0.02% | 343 |
|
|
2022
Q4 | $100K | Sell |
2,107
-9
| -0.4% | -$429 | 0.05% | 263 |
|
|
2022
Q3 | $101K | Sell |
2,116
-13
| -0.6% | -$621 | 0.05% | 256 |
|
|
2022
Q2 | $105K | Sell |
2,129
-265
| -11% | -$13.1K | 0.05% | 258 |
|
|
2022
Q1 | $141K | Buy |
2,394
+497
| +26% | +$29.3K | 0.06% | 241 |
|
|
2021
Q4 | $117K | Buy |
1,897
+325
| +21% | +$20K | 0.05% | 286 |
|
|
2021
Q3 | $95K | Buy |
1,572
+350
| +29% | +$21.2K | 0.04% | 281 |
|
|
2021
Q2 | $70K | Buy |
1,222
+2
| +0.2% | +$115 | 0.03% | 320 |
|
|
2021
Q1 | $73K | Buy |
+1,220
| New | +$73K | 0.04% | 301 |
|