IPG Investment 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
2016
Q1
Sell
-12,000
Closed -$420K 123
2015
Q4
$420K Buy
12,000
+750
+7% +$26.2K 0.19% 69
2015
Q3
$379K Sell
11,250
-9,000
-44% -$304K 0.18% 83
2015
Q2
$741K Buy
+20,250
New +$741K 0.27% 69