Key Financial Inc’s iShares US Regional Banks ETF IAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02K	Sell	19 -59	-76%	-$3.35K	﹤0.01%	1250
2025 Q4	$4.3K	Hold	78	–	–	﹤0.01%	1065
2025 Q3	$4.06K	Hold	78	–	–	﹤0.01%	1083
2025 Q2	$3.87K	Hold	78	–	–	﹤0.01%	1085
2025 Q1	$3.64K	Hold	78	–	–	﹤0.01%	1064
2024 Q4	$3.93K	Hold	78	–	–	﹤0.01%	1055
2024 Q3	$3.71K	Hold	78	–	–	﹤0.01%	1033
2024 Q2	$3.23K	Hold	78	–	–	﹤0.01%	1043
2024 Q1	$3.38K	Hold	78	–	–	﹤0.01%	1029
2023 Q4	$3.26K	Hold	78	–	–	﹤0.01%	1036
2023 Q3	$2.62K	Hold	78	–	–	﹤0.01%	1075
2023 Q2	$2.64K	Hold	78	–	–	﹤0.01%	1129
2023 Q1	$2.79K	Hold	78	–	–	﹤0.01%	905
2022 Q4	$3.73K	Hold	78	–	–	﹤0.01%	844
2022 Q3	$4K	Hold	78	–	–	﹤0.01%	829
2022 Q2	$4K	Hold	78	–	–	﹤0.01%	838
2022 Q1	$5K	Hold	78	–	–	﹤0.01%	786
2021 Q4	$5K	Buy	+78	New	+$4.93K	﹤0.01%	715