HWMO
Heritage Wealth Management (Ohio)’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Hold |
17,850
| – | – | 0.29% | 90 |
|
|
2025
Q1 | $832K | Hold |
17,850
| – | – | 0.28% | 91 |
|
|
2024
Q4 | $899K | Hold |
17,850
| – | – | 0.3% | 85 |
|
|
2024
Q3 | $849K | Hold |
17,850
| – | – | 0.28% | 93 |
|
|
2024
Q2 | $728K | Buy |
+17,850
| New | +$728K | 0.24% | 101 |
|