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Lowe Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Lowe Wealth Advisors’s Portfolio IAT Stock Details IAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-73,880
Closed -$2.58M – 231
2015
Q1 		$2.58M Buy
73,880
+1,424
+2% +$49.7K 1.75% 16
2014
Q4 		$2.53M Buy
+72,456
New +$2.53M 1.81% 14