Logan Capital Management’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
2025 Q4	–	Sell	-1	Closed	-$33	–	353
2025 Q3	$33	Hold	1	–	–	﹤0.01%	483
2025 Q2	$32	Hold	1	–	–	﹤0.01%	486
2025 Q1	$29	Sell	1 -36	-97%	-$1.81K	﹤0.01%	570
2024 Q4	$1.84K	Buy	37 +1	+3%	+$52	﹤0.01%	460
2024 Q3	$1.73K	Hold	36	–	–	﹤0.01%	445
2024 Q2	$1.49K	Hold	36	–	–	﹤0.01%	437
2024 Q1	$1.56K	Hold	36	–	–	﹤0.01%	441
2023 Q4	$1.51K	Hold	36	–	–	﹤0.01%	465
2023 Q3	$1.21K	Hold	36	–	–	﹤0.01%	468
2023 Q2	$1.22K	Hold	36	–	–	﹤0.01%	465
2023 Q1	$1.28K	Hold	36	–	–	﹤0.01%	475
2022 Q4	$1.71K	Hold	36	–	–	﹤0.01%	493
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	471
2022 Q2	$2K	Buy	+36	New	+$1.92K	﹤0.01%	501