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 |
|