IHT Wealth Management’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,475
Closed -$208K 1118
2024
Q4
$208K Sell
3,475
-2,874
-45% -$172K 0.01% 1009
2024
Q3
$360K Sell
6,349
-287
-4% -$16.3K 0.01% 839
2024
Q2
$326K Buy
+6,636
New +$326K 0.01% 770