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LRI Investments’s iShares US Regional Banks ETF IAT Stock Holding History

LRI Investments’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$220K Hold
4,450
– – 0.02% 267
2025
Q1 		$208K Hold
4,450
– – 0.02% 255
2024
Q4 		$224K Hold
4,450
– – 0.02% 246
2024
Q3 		$242K Buy
+4,450
New +$242K 0.02% 235