High Net Worth Advisory Group’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
2025
Q3
$375K Hold
2025
Q2
$354K Hold
2025
Q1
$333K Hold
2024
Q4
$360K Hold
2024
Q3
$339K Hold
2024
Q2
$296K Hold
2024
Q1
$310K Hold
2023
Q4
$299K Buy
2023
Q3
$235K Buy
2023
Q2
$203K Buy