MidWestOne Financial Group’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
Q1
Sell
-10,198
Closed -$514K 290
2024
Q4
$514K Sell
10,198
-10,337
-50% -$521K 0.07% 206
2024
Q3
$976K Sell
20,535
-14,822
-42% -$705K 0.13% 156
2024
Q2
$1.47M Buy
35,357
+848
+2% +$35.2K 0.26% 100
2024
Q1
$1.5M Buy
34,509
+4,471
+15% +$194K 0.27% 102
2023
Q4
$1.26M Sell
30,038
-15,627
-34% -$654K 0.24% 104
2023
Q3
$1.53M Buy
45,665
+7,736
+20% +$260K 0.35% 71
2023
Q2
$1.28M Buy
37,929
+22,279
+142% +$754K 0.28% 95
2023
Q1
$560K Buy
+15,650
New +$560K 0.13% 176