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MAI Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

MAI Capital Management’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 		$49.6K Sell
1,000
-216
-18% -$10.7K ﹤0.01% 1756
2025
Q1 		$56.7K Buy
1,216
+216
+22% +$10.1K ﹤0.01% 1591
2024
Q4 		$50.4K Buy
+1,000
New +$50.4K ﹤0.01% 1666