HHM Wealth Advisors’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 | $4.21K | Hold |
85
| – | – | ﹤0.01% | 704 |
|
|
2025
Q1 | $3.96K | Hold |
85
| – | – | ﹤0.01% | 691 |
|
|
2024
Q4 | $4.28K | Hold |
85
| – | – | ﹤0.01% | 693 |
|
|
2024
Q3 | $4.04K | Sell |
85
-13
| -13% | -$618 | ﹤0.01% | 674 |
|
|
2024
Q2 | $4.06K | Buy |
98
+13
| +15% | +$539 | ﹤0.01% | 651 |
|
|
2024
Q1 | $3.69K | Sell |
85
-4,000
| -98% | -$174K | ﹤0.01% | 648 |
|
|
2023
Q4 | $171K | Hold |
4,085
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $137K | Buy |
4,085
+4,000
| +4,706% | +$134K | 0.03% | 164 |
|
|
2023
Q2 | $2.88K | Hold |
85
| – | – | ﹤0.01% | 709 |
|
|
2023
Q1 | $3.04K | Hold |
85
| – | – | ﹤0.01% | 696 |
|
|
2022
Q4 | $4.05K | Hold |
85
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 551 |
|
|
2022
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 671 |
|
|
2022
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 609 |
|
|
2021
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 578 |
|
|
2021
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 545 |
|
|
2021
Q2 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 528 |
|