Kestra Private Wealth Services’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 | $312K | Sell |
6,301
-1,132
| -15% | -$56.1K | ﹤0.01% | 1258 |
|
|
2025
Q1 | $347K | Buy |
+7,433
| New | +$347K | 0.01% | 1131 |
|
|
2022
Q2 | – | Sell |
-5,258
| Closed | -$310K | – | 964 |
|
|
2022
Q1 | $310K | Buy |
5,258
+67
| +1% | +$3.95K | 0.02% | 738 |
|
|
2021
Q4 | $321K | Sell |
5,191
-1,214
| -19% | -$75.1K | 0.02% | 742 |
|
|
2021
Q3 | $388K | Buy |
+6,405
| New | +$388K | 0.02% | 614 |
|