Global Retirement Partners’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 | $95.3K | Buy |
+1,922
| New | +$95.3K | ﹤0.01% | 1460 |
|
|
2024
Q4 | $96.2K | Sell |
1,911
-1,376
| -42% | -$69.3K | ﹤0.01% | 1288 |
|
|
2024
Q3 | $156K | Sell |
3,287
-258
| -7% | -$12.3K | ﹤0.01% | 1022 |
|
|
2024
Q2 | $147K | Sell |
3,545
-206
| -5% | -$8.54K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $163K | Buy |
3,751
+2,920
| +351% | +$127K | 0.01% | 867 |
|
|
2023
Q4 | $33.3K | Sell |
831
-1,799
| -68% | -$72.1K | ﹤0.01% | 1536 |
|
|
2023
Q3 | $84.6K | Sell |
2,630
-1,548
| -37% | -$49.8K | ﹤0.01% | 1006 |
|
|
2023
Q2 | $141K | Buy |
4,178
+2,002
| +92% | +$67.8K | 0.01% | 820 |
|
|
2023
Q1 | $68.2K | Buy |
2,176
+2,001
| +1,143% | +$62.7K | ﹤0.01% | 1094 |
|
|
2022
Q4 | $8.35K | Buy |
175
+1
| +0.6% | +$48 | ﹤0.01% | 1844 |
|
|
2022
Q3 | $9K | Buy |
174
+2
| +1% | +$103 | ﹤0.01% | 1721 |
|
|
2022
Q2 | $8K | Buy |
172
+1
| +0.6% | +$47 | ﹤0.01% | 1726 |
|
|
2022
Q1 | $9K | Buy |
+171
| New | +$9K | ﹤0.01% | 1659 |
|
|
2021
Q4 | – | Sell |
-484
| Closed | -$29K | – | 937 |
|
|
2021
Q3 | $29K | Buy |
484
+326
| +206% | +$19.5K | ﹤0.01% | 1068 |
|
|
2021
Q2 | $9K | Sell |
158
-77
| -33% | -$4.39K | ﹤0.01% | 1396 |
|
|
2021
Q1 | $13K | Buy |
235
+1
| +0.4% | +$55 | ﹤0.01% | 1221 |
|
|
2020
Q4 | $11K | Sell |
234
-213
| -48% | -$10K | ﹤0.01% | 1227 |
|
|
2020
Q3 | $15K | Buy |
447
+5
| +1% | +$168 | ﹤0.01% | 1017 |
|
|
2020
Q2 | $15K | Buy |
442
+3
| +0.7% | +$102 | ﹤0.01% | 996 |
|
|
2020
Q1 | $13K | Sell |
439
-78
| -15% | -$2.31K | ﹤0.01% | 944 |
|
|
2019
Q4 | $26K | Buy |
517
+4
| +0.8% | +$201 | ﹤0.01% | 853 |
|
|
2019
Q3 | $24K | Sell |
513
-3,045
| -86% | -$142K | ﹤0.01% | 841 |
|
|
2019
Q2 | $163K | Sell |
3,558
-52
| -1% | -$2.38K | 0.03% | 374 |
|
|
2019
Q1 | $157K | Sell |
3,610
-74
| -2% | -$3.22K | 0.04% | 334 |
|
|
2018
Q4 | $147K | Sell |
3,684
-364
| -9% | -$14.5K | 0.04% | 325 |
|
|
2018
Q3 | $198K | Buy |
4,048
+16
| +0.4% | +$783 | 0.04% | 299 |
|
|
2018
Q2 | $198K | Buy |
4,032
+348
| +9% | +$17.1K | 0.05% | 286 |
|
|
2018
Q1 | $186K | Buy |
3,684
+97
| +3% | +$4.9K | 0.05% | 288 |
|
|
2017
Q4 | $177K | Buy |
3,587
+151
| +4% | +$7.45K | 0.05% | 272 |
|
|
2017
Q3 | $151K | Buy |
+3,436
| New | +$151K | 0.06% | 268 |
|