Kestra Private Wealth Services’s iShares US Regional Banks ETF IAT Stock Holding History

Kestra Private Wealth Services’s Portfolio IAT Stock Details IAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$337K	Buy
2025 Q2	$312K	Sell
2025 Q1	$347K	Buy
2022 Q2	–	Sell
2022 Q1	$310K	Buy
2021 Q4	$321K	Sell
2021 Q3	$388K	Buy