Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-592
| Closed | -$28K | – | 826 |
|
|
2024
Q3 | $28K | Buy |
592
+6
| +1% | +$284 | 0.01% | 606 |
|
|
2024
Q2 | $24K | Sell |
586
-1,021
| -64% | -$41.8K | 0.01% | 640 |
|
|
2024
Q1 | $69.7K | Buy |
1,607
+12
| +0.8% | +$521 | 0.02% | 421 |
|
|
2023
Q4 | $66K | Buy |
1,595
+41
| +3% | +$1.7K | 0.02% | 408 |
|
|
2023
Q3 | $52.2K | Buy |
+1,554
| New | +$52.2K | 0.02% | 437 |
|
|
2023
Q1 | $61K | Buy |
+1,716
| New | +$61K | 0.02% | 402 |
|
|
2022
Q4 | – | Sell |
-1,999
| Closed | -$95K | – | 661 |
|
|
2022
Q3 | $95K | Buy |
+1,999
| New | +$95K | 0.04% | 283 |
|