Golden State 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
$14.1K Buy
284
+2
+0.7% +$99 ﹤0.01% 974
2025
Q1
$13.2K Buy
282
+2
+0.7% +$93 ﹤0.01% 918
2024
Q4
$14.1K Buy
+280
New +$14.1K ﹤0.01% 862
2020
Q2
Sell
-22
Closed -$1K 503
2020
Q1
$1K Buy
+22
New +$1K ﹤0.01% 915