Janney Montgomery Scott’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
Q2 | $1.03M | Sell |
20,823
-503
| -2% | -$24.9K | ﹤0.01% | 1562 |
|
|
2025
Q1 | $994K | Sell |
21,326
-3,172
| -13% | -$148K | ﹤0.01% | 1546 |
|
|
2024
Q4 | $1.23M | Buy |
+24,498
| New | +$1.23M | ﹤0.01% | 1426 |
|
|
2024
Q3 | – | Sell |
-25,038
| Closed | -$1.04M | – | 2748 |
|
|
2024
Q2 | $1.04M | Buy |
25,038
+8,096
| +48% | +$336K | ﹤0.01% | 1420 |
|
|
2024
Q1 | $735K | Sell |
16,942
-5,995
| -26% | -$260K | ﹤0.01% | 1705 |
|
|
2023
Q4 | $960K | Sell |
22,937
-2,340
| -9% | -$97.9K | ﹤0.01% | 1473 |
|
|
2023
Q3 | $849K | Sell |
25,277
-6,561
| -21% | -$220K | ﹤0.01% | 1427 |
|
|
2023
Q2 | $1.08M | Sell |
31,838
-4,948
| -13% | -$168K | ﹤0.01% | 1372 |
|
|
2023
Q1 | $1.32M | Buy |
36,786
+28,787
| +360% | +$1.03M | 0.01% | 1171 |
|
|
2022
Q4 | $381K | Buy |
7,999
+24
| +0.3% | +$1.14K | ﹤0.01% | 1943 |
|
|
2022
Q3 | $381K | Sell |
7,975
-519
| -6% | -$24.8K | ﹤0.01% | 1864 |
|
|
2022
Q2 | $427K | Buy |
8,494
+397
| +5% | +$20K | ﹤0.01% | 1690 |
|
|
2022
Q1 | $477K | Buy |
8,097
+249
| +3% | +$14.7K | ﹤0.01% | 1642 |
|
|
2021
Q4 | $485K | Sell |
7,848
-163
| -2% | -$10.1K | ﹤0.01% | 1740 |
|
|
2021
Q3 | $485K | Buy |
8,011
+372
| +5% | +$22.5K | ﹤0.01% | 1677 |
|
|
2021
Q2 | $439K | Sell |
7,639
-256
| -3% | -$14.7K | ﹤0.01% | 1709 |
|
|
2021
Q1 | $447K | Sell |
7,895
-7,993
| -50% | -$453K | ﹤0.01% | 1613 |
|
|
2020
Q4 | $720K | Buy |
15,888
+7,202
| +83% | +$326K | ﹤0.01% | 1360 |
|
|
2020
Q3 | $284K | Sell |
8,686
-1,071
| -11% | -$35K | ﹤0.01% | 1732 |
|
|
2020
Q2 | $330K | Sell |
9,757
-1,484
| -13% | -$50.2K | ﹤0.01% | 1580 |
|
|
2020
Q1 | $325K | Sell |
11,241
-1,352
| -11% | -$39.1K | ﹤0.01% | 1447 |
|
|
2019
Q4 | $642K | Sell |
12,593
-292
| -2% | -$14.9K | ﹤0.01% | 1295 |
|
|
2019
Q3 | $600K | Sell |
12,885
-990
| -7% | -$46.1K | ﹤0.01% | 1281 |
|
|
2019
Q2 | $637K | Sell |
13,875
-1,062
| -7% | -$48.8K | ﹤0.01% | 1284 |
|
|
2019
Q1 | $649K | Sell |
14,937
-4,885
| -25% | -$212K | 0.01% | 1242 |
|
|
2018
Q4 | $790K | Sell |
19,822
-2,288
| -10% | -$91.2K | 0.01% | 1051 |
|
|
2018
Q3 | $1.08M | Buy |
22,110
+9
| +0% | +$441 | 0.01% | 982 |
|
|
2018
Q2 | $1.09M | Sell |
22,101
-1,031
| -4% | -$50.7K | 0.01% | 942 |
|
|
2018
Q1 | $1.17M | Buy |
23,132
+3,318
| +17% | +$167K | 0.01% | 886 |
|
|
2017
Q4 | $977K | Sell |
19,814
-12,789
| -39% | -$631K | 0.01% | 957 |
|
|
2017
Q3 | $1.54M | Sell |
32,603
-3,262
| -9% | -$154K | 0.02% | 733 |
|
|
2017
Q2 | $1.63M | Sell |
35,865
-9,927
| -22% | -$452K | 0.02% | 654 |
|
|
2017
Q1 | $2.05M | Buy |
45,792
+24,019
| +110% | +$1.08M | 0.03% | 554 |
|
|
2016
Q4 | $988K | Buy |
+21,773
| New | +$988K | 0.01% | 780 |
|
|
2016
Q2 | – | Sell |
-10,493
| Closed | -$334K | – | 918 |
|
|
2016
Q1 | $334K | Sell |
10,493
-7,249
| -41% | -$231K | 0.01% | 919 |
|
|
2015
Q4 | $620K | Buy |
17,742
+9,655
| +119% | +$337K | 0.02% | 712 |
|
|
2015
Q3 | $273K | Sell |
8,087
-4,395
| -35% | -$148K | 0.01% | 1101 |
|
|
2015
Q2 | $457K | Sell |
12,482
-4,869
| -28% | -$178K | 0.01% | 1233 |
|
|
2015
Q1 | $605K | Sell |
17,351
-2,962
| -15% | -$103K | 0.01% | 1222 |
|
|
2014
Q4 | $710K | Buy |
20,313
+3,567
| +21% | +$125K | 0.01% | 1052 |
|
|
2014
Q3 | $555K | Buy |
16,746
+720
| +4% | +$23.9K | 0.01% | 1196 |
|
|
2014
Q2 | $555K | Buy |
16,026
+1,365
| +9% | +$47.3K | 0.01% | 1168 |
|
|
2014
Q1 | $513K | Buy |
+14,661
| New | +$513K | 0.01% | 1114 |
|