IFP 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
Q1 | – | Sell |
-322
| Closed | -$16.2K | – | 4503 |
|
|
2024
Q4 | $16.2K | Sell |
322
-633
| -66% | -$31.9K | ﹤0.01% | 2342 |
|
|
2024
Q3 | $45.4K | Buy |
955
+200
| +26% | +$9.51K | ﹤0.01% | 1777 |
|
|
2024
Q2 | $31.3K | Buy |
755
+20
| +3% | +$829 | ﹤0.01% | 1877 |
|
|
2024
Q1 | $31.9K | Hold |
735
| – | – | ﹤0.01% | 1761 |
|
|
2023
Q4 | $30.8K | Sell |
735
-275
| -27% | -$11.5K | ﹤0.01% | 1748 |
|
|
2023
Q3 | $33.9K | Buy |
1,010
+300
| +42% | +$10.1K | ﹤0.01% | 1726 |
|
|
2023
Q2 | $24K | Buy |
710
+252
| +55% | +$8.53K | ﹤0.01% | 1922 |
|
|
2023
Q1 | $23.6K | Sell |
458
-8,472
| -95% | -$436K | ﹤0.01% | 1944 |
|
|
2022
Q4 | $461K | Sell |
8,930
-1,459
| -14% | -$75.3K | 0.01% | 928 |
|
|
2022
Q3 | $538K | Sell |
10,389
-462
| -4% | -$23.9K | 0.01% | 900 |
|
|
2022
Q2 | $561K | Hold |
10,851
| – | – | 0.02% | 794 |
|
|
2022
Q1 | $561K | Buy |
10,851
+9,432
| +665% | +$488K | 0.02% | 794 |
|
|
2021
Q4 | $88K | Sell |
1,419
-376
| -21% | -$23.3K | ﹤0.01% | 1295 |
|
|
2021
Q3 | $108K | Buy |
1,795
+1
| +0.1% | +$60 | ﹤0.01% | 1214 |
|
|
2021
Q2 | $103K | Buy |
1,794
+164
| +10% | +$9.42K | ﹤0.01% | 1226 |
|
|
2021
Q1 | $93K | Buy |
1,630
+1
| +0.1% | +$57 | ﹤0.01% | 1200 |
|
|
2020
Q4 | $74K | Buy |
1,629
+2
| +0.1% | +$91 | ﹤0.01% | 1279 |
|
|
2020
Q3 | $53K | Buy |
1,627
+3
| +0.2% | +$98 | ﹤0.01% | 1264 |
|
|
2020
Q2 | $53K | Buy |
1,624
+5
| +0.3% | +$163 | ﹤0.01% | 1193 |
|
|
2020
Q1 | $49K | Sell |
1,619
-200
| -11% | -$6.05K | ﹤0.01% | 1125 |
|
|
2019
Q4 | $92K | Buy |
1,819
+4
| +0.2% | +$202 | 0.01% | 985 |
|
|
2019
Q3 | $85K | Buy |
+1,815
| New | +$85K | 0.01% | 1142 |
|
|
2019
Q1 | $36K | Sell |
837
-3,969
| -83% | -$171K | ﹤0.01% | 1105 |
|
|
2018
Q4 | $190K | Sell |
4,806
-1,625
| -25% | -$64.2K | 0.01% | 882 |
|
|
2018
Q3 | $315K | Sell |
6,431
-1,035
| -14% | -$50.7K | 0.01% | 865 |
|
|
2018
Q2 | $367K | Buy |
7,466
+3,138
| +73% | +$154K | 0.02% | 790 |
|
|
2018
Q1 | $213K | Hold |
4,328
| – | – | 0.01% | 964 |
|
|
2017
Q4 | $213K | Sell |
4,328
-1
| -0% | -$49 | 0.01% | 962 |
|
|
2017
Q3 | $204K | Sell |
4,329
-412
| -9% | -$19.4K | 0.01% | 1121 |
|
|
2017
Q2 | $216K | Sell |
4,741
-698
| -13% | -$31.8K | 0.01% | 1087 |
|
|
2017
Q1 | $244K | Sell |
5,439
-697
| -11% | -$31.3K | 0.01% | 1018 |
|
|
2016
Q4 | $278K | Buy |
6,136
+237
| +4% | +$10.7K | 0.01% | 890 |
|
|
2016
Q3 | $207K | Buy |
5,899
+218
| +4% | +$7.65K | 0.01% | 988 |
|
|
2016
Q2 | $184K | Buy |
5,681
+4,844
| +579% | +$157K | 0.01% | 1009 |
|
|
2016
Q1 | $36K | Sell |
837
-2,997
| -78% | -$129K | ﹤0.01% | 1105 |
|
|
2015
Q4 | $134K | Buy |
+3,834
| New | +$134K | 0.01% | 1016 |
|