HHM Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.29K	Hold	85	–	–	﹤0.01%	719
2026 Q1	$4.58K	Hold	85	–	–	﹤0.01%	730
2025 Q4	$4.69K	Hold	85	–	–	﹤0.01%	712
2025 Q3	$4.47K	Hold	85	–	–	﹤0.01%	738
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%	-$598	﹤0.01%	674
2024 Q2	$4.06K	Buy	98 +13	+15%	+$538	﹤0.01%	651
2024 Q1	$3.69K	Sell	85 -4,000	-98%	-$164K	﹤0.01%	649
2023 Q4	$171K	Hold	4,085	–	–	0.03%	154
2023 Q3	$137K	Buy	4,085 +4,000	+4,706%	+$144K	0.03%	164
2023 Q2	$2.88K	Hold	85	–	–	﹤0.01%	712
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	+$5.04K	﹤0.01%	528

Other funds holding IAT