MGB Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.9K | Hold |
1,350
| – | – | 0.02% | 255 |
|
|
2025
Q1 | $63K | Hold |
1,350
| – | – | 0.02% | 246 |
|
|
2024
Q4 | $68K | Hold |
1,350
| – | – | 0.02% | 234 |
|
|
2024
Q3 | $64.2K | Hold |
1,350
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $59.1K | Hold |
1,350
| – | – | 0.02% | 231 |
|
|
2024
Q1 | $58.6K | Hold |
1,350
| – | – | 0.02% | 221 |
|
|
2023
Q4 | $56.5K | Buy |
+1,350
| New | +$56.5K | 0.03% | 217 |
|