High Net Worth Advisory Group’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 | $354K | Hold |
7,140
| – | – | 0.09% | 161 |
|
|
2025
Q1 | $333K | Hold |
7,140
| – | – | 0.09% | 156 |
|
|
2024
Q4 | $360K | Hold |
7,140
| – | – | 0.1% | 152 |
|
|
2024
Q3 | $339K | Hold |
7,140
| – | – | 0.09% | 155 |
|
|
2024
Q2 | $296K | Hold |
7,140
| – | – | 0.09% | 163 |
|
|
2024
Q1 | $310K | Hold |
7,140
| – | – | 0.1% | 161 |
|
|
2023
Q4 | $299K | Buy |
7,140
+140
| +2% | +$5.86K | 0.11% | 143 |
|
|
2023
Q3 | $235K | Buy |
7,000
+1,000
| +17% | +$33.6K | 0.09% | 164 |
|
|
2023
Q2 | $203K | Buy |
+6,000
| New | +$203K | 0.08% | 193 |
|