Game Plan Financial Advisors’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
2026 Q1	$2.25M	Sell	41,769 -1,610	-4%	-$91.3K	1.01%	32
2025 Q4	$2.39M	Buy	43,379 +38,311	+756%	+$1.99M	0.96%	33
2025 Q3	$266K	Hold	5,068	–	–	0.11%	76
2025 Q2	$251K	Buy	5,068 +293	+6%	+$13.3K	0.11%	81
2025 Q1	$223K	Sell	4,775 -425	-8%	-$21.3K	0.11%	83
2024 Q4	$262K	Sell	5,200 -50	-1%	-$2.58K	0.12%	77
2024 Q3	$250K	Hold	5,250	–	–	0.12%	80
2024 Q2	$218K	Buy	5,250 +300	+6%	+$12.4K	0.11%	93
2024 Q1	$215K	Buy	4,950 +950	+24%	+$39K	0.11%	89
2023 Q4	$167K	Buy	+4,000	New	+$144K	0.1%	99
2022 Q4	–	Sell	-5,000	Closed	-$239K	–	96
2022 Q3	$239K	Buy	5,000 +550	+12%	+$28.6K	0.2%	64
2022 Q2	$219K	Sell	4,450 -2,900	-39%	-$155K	0.18%	71
2022 Q1	$433K	Buy	7,350 +1,650	+29%	+$105K	0.26%	63
2021 Q4	$352K	Buy	+5,700	New	+$360K	0.19%	73