Jones Financial Companies’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 | $3.72M | Buy |
75,272
+18,418
| +32% | +$909K | ﹤0.01% | 571 |
|
|
2025
Q1 | $2.62M | Buy |
56,854
+15,584
| +38% | +$717K | ﹤0.01% | 586 |
|
|
2024
Q4 | $2.08M | Buy |
41,270
+6,774
| +20% | +$341K | ﹤0.01% | 548 |
|
|
2024
Q3 | $1.62M | Buy |
34,496
+10,628
| +45% | +$500K | ﹤0.01% | 491 |
|
|
2024
Q2 | $990K | Buy |
23,868
+6,432
| +37% | +$267K | ﹤0.01% | 426 |
|
|
2024
Q1 | $756K | Buy |
17,436
+9,631
| +123% | +$418K | ﹤0.01% | 293 |
|
|
2023
Q4 | $327K | Buy |
+7,805
| New | +$327K | ﹤0.01% | 270 |
|