Harbour Investments’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 | Sell |
285
-665
| -70% | -$33K | ﹤0.01% | 2391 |
|
|
2025
Q1 | $44.3K | Hold |
950
| – | – | ﹤0.01% | 1828 |
|
|
2024
Q4 | $47.8K | Hold |
950
| – | – | ﹤0.01% | 1735 |
|
|
2024
Q3 | $45.2K | Hold |
950
| – | – | ﹤0.01% | 1715 |
|
|
2024
Q2 | $39.4K | Hold |
950
| – | – | ﹤0.01% | 1671 |
|
|
2024
Q1 | $41.2K | Buy |
950
+200
| +27% | +$8.68K | ﹤0.01% | 1620 |
|
|
2023
Q4 | $31.4K | Hold |
750
| – | – | ﹤0.01% | 1666 |
|
|
2023
Q3 | $25.2K | Sell |
750
-400
| -35% | -$13.4K | ﹤0.01% | 1644 |
|
|
2023
Q2 | $38.9K | Buy |
1,150
+750
| +188% | +$25.4K | ﹤0.01% | 1472 |
|
|
2023
Q1 | $14.3K | Hold |
400
| – | – | ﹤0.01% | 1875 |
|
|
2022
Q4 | $19.1K | Hold |
400
| – | – | ﹤0.01% | 1700 |
|
|
2022
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q2 | $20K | Buy |
+400
| New | +$20K | ﹤0.01% | 1642 |
|
|
2021
Q4 | $68K | Sell |
1,100
-1,090
| -50% | -$67.4K | ﹤0.01% | 1121 |
|
|
2021
Q3 | $133K | Sell |
2,190
-300
| -12% | -$18.2K | ﹤0.01% | 1216 |
|
|
2021
Q2 | $143K | Hold |
2,490
| – | – | ﹤0.01% | 1207 |
|
|
2021
Q1 | $141K | Buy |
+2,490
| New | +$141K | 0.01% | 1141 |
|