Legacy Wealth Planning’s iShares US Regional Banks ETF IAT Stock Holding History

Legacy Wealth Planning’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$223K	Sell
2021 Q4	$245K	Sell
2021 Q3	$248K	Sell
2021 Q2	$253K	Hold
2021 Q1	$249K	Buy
2020 Q1	–	Sell
2019 Q4	$227K	Buy