Independent Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $727K | Sell |
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|
2025
Q4 | $826K | Sell |
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|
2025
Q3 | $896K | Sell |
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|
2025
Q2 | $911K | Sell |
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|
2025
Q1 | $863K | Sell |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $922K | Buy |
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|
2024
Q2 | $730K | Hold |
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|
2024
Q1 | $764K | Buy |
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|
2023
Q4 | $716K | Buy |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $438K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $347K | Sell |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $332K | Buy |
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