Larson Financial Group’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 | $316K | Buy |
6,382
+500
| +9% | +$24.8K | 0.01% | 553 |
|
|
2025
Q1 | $274K | Buy |
5,882
+225
| +4% | +$10.5K | 0.01% | 558 |
|
|
2024
Q4 | $285K | Sell |
5,657
-31
| -0.5% | -$1.56K | 0.01% | 489 |
|
|
2024
Q3 | $270K | Buy |
5,688
+251
| +5% | +$11.9K | 0.02% | 495 |
|
|
2024
Q2 | $225K | Buy |
5,437
+292
| +6% | +$12.1K | 0.02% | 427 |
|
|
2024
Q1 | $223K | Buy |
5,145
+334
| +7% | +$14.5K | 0.02% | 378 |
|
|
2023
Q4 | $201K | Buy |
4,811
+276
| +6% | +$11.5K | 0.02% | 354 |
|
|
2023
Q3 | $152K | Buy |
4,535
+720
| +19% | +$24.2K | 0.02% | 373 |
|
|
2023
Q2 | $129K | Buy |
3,815
+742
| +24% | +$25.1K | 0.01% | 391 |
|
|
2023
Q1 | $110K | Buy |
3,073
+87
| +3% | +$3.11K | 0.01% | 419 |
|
|
2022
Q4 | $142K | Sell |
2,986
-117
| -4% | -$5.57K | 0.02% | 346 |
|
|
2022
Q3 | $148K | Buy |
3,103
+3,067
| +8,519% | +$146K | 0.02% | 309 |
|
|
2022
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1032 |
|