Independent Advisor Alliance’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 |
-61,416
| Closed | -$3.09M | – | 1055 |
|
|
2024
Q4 | $3.09M | Buy |
+61,416
| New | +$3.09M | 0.04% | 395 |
|
|
2020
Q1 | – | Sell |
-8,431
| Closed | -$430K | – | 586 |
|
|
2019
Q4 | $430K | Buy |
+8,431
| New | +$430K | 0.02% | 566 |
|
|
2017
Q2 | – | Sell |
-18,120
| Closed | -$796K | – | 301 |
|
|
2017
Q1 | $796K | Buy |
+18,120
| New | +$796K | 0.13% | 187 |
|