Geneos Wealth Management’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 | $15.6K | Sell |
314
-314
| -50% | -$15.6K | ﹤0.01% | 2142 |
|
|
2025
Q1 | $29.3K | Buy |
628
+314
| +100% | +$14.6K | ﹤0.01% | 2162 |
|
|
2024
Q4 | $15.8K | Hold |
314
| – | – | ﹤0.01% | 1839 |
|
|
2024
Q3 | $14.9K | Hold |
314
| – | – | ﹤0.01% | 1674 |
|
|
2024
Q2 | $13K | Sell |
314
-1
| -0.3% | -$41 | ﹤0.01% | 1472 |
|
|
2024
Q1 | $13.7K | Sell |
315
-211
| -40% | -$9.15K | ﹤0.01% | 1468 |
|
|
2023
Q4 | $22K | Buy |
+526
| New | +$22K | ﹤0.01% | 1316 |
|
|
2021
Q2 | – | Sell |
-517
| Closed | -$30K | – | 2974 |
|
|
2021
Q1 | $30K | Hold |
517
| – | – | ﹤0.01% | 1872 |
|
|
2020
Q4 | $17K | Buy |
517
+217
| +72% | +$7.14K | ﹤0.01% | 1995 |
|
|
2020
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q2 | $9K | Buy |
300
+100
| +50% | +$3K | ﹤0.01% | 1947 |
|
|
2020
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 1979 |
|
|
2019
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1970 |
|
|
2019
Q3 | $9K | Sell |
200
-950
| -83% | -$42.8K | ﹤0.01% | 1923 |
|
|
2019
Q2 | $52K | Hold |
1,150
| – | – | ﹤0.01% | 1161 |
|
|
2019
Q1 | $49K | Hold |
1,150
| – | – | ﹤0.01% | 1150 |
|
|
2018
Q4 | $45K | Buy |
1,150
+200
| +21% | +$7.83K | ﹤0.01% | 1143 |
|
|
2018
Q3 | $46K | Buy |
950
+550
| +138% | +$26.6K | ﹤0.01% | 1206 |
|
|
2018
Q2 | $19K | Hold |
400
| – | – | ﹤0.01% | 1468 |
|
|
2018
Q1 | $20K | Sell |
400
-950
| -70% | -$47.5K | ﹤0.01% | 1389 |
|
|
2017
Q4 | $66K | Hold |
1,350
| – | – | 0.01% | 891 |
|
|
2017
Q3 | $63K | Sell |
1,350
-200
| -13% | -$9.33K | 0.01% | 859 |
|
|
2017
Q2 | $70K | Buy |
1,550
+750
| +94% | +$33.9K | 0.01% | 805 |
|
|
2017
Q1 | $35K | Sell |
800
-400
| -33% | -$17.5K | ﹤0.01% | 1024 |
|
|
2016
Q4 | $54K | Hold |
1,200
| – | – | 0.01% | 811 |
|
|
2016
Q3 | $42K | Sell |
1,200
-269
| -18% | -$9.42K | 0.01% | 879 |
|
|
2016
Q2 | $47K | Hold |
1,469
| – | – | 0.01% | 825 |
|
|
2016
Q1 | $46K | Buy |
+1,469
| New | +$46K | 0.01% | 818 |
|