Game Plan Financial Advisors’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 | $251K | Buy |
5,068
+293
| +6% | +$14.5K | 0.11% | 81 |
|
|
2025
Q1 | $223K | Sell |
4,775
-425
| -8% | -$19.8K | 0.11% | 83 |
|
|
2024
Q4 | $262K | Sell |
5,200
-50
| -1% | -$2.52K | 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% | +$41.2K | 0.11% | 89 |
|
|
2023
Q4 | $167K | Buy |
+4,000
| New | +$167K | 0.1% | 99 |
|
|
2022
Q4 | – | Sell |
-5,000
| Closed | -$239K | – | 96 |
|
|
2022
Q3 | $239K | Buy |
5,000
+550
| +12% | +$26.3K | 0.2% | 64 |
|
|
2022
Q2 | $219K | Sell |
4,450
-2,900
| -39% | -$143K | 0.18% | 71 |
|
|
2022
Q1 | $433K | Buy |
7,350
+1,650
| +29% | +$97.2K | 0.26% | 63 |
|
|
2021
Q4 | $352K | Buy |
+5,700
| New | +$352K | 0.19% | 73 |
|