Moneta Group Investment Advisors’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 | $558K | Buy |
11,256
+113
| +1% | +$5.6K | 0.01% | 414 |
|
|
2025
Q1 | $520K | Sell |
11,143
-41
| -0.4% | -$1.91K | 0.01% | 406 |
|
|
2024
Q4 | $563K | Sell |
11,184
-163
| -1% | -$8.21K | 0.01% | 385 |
|
|
2024
Q3 | $539K | Buy |
11,347
+204
| +2% | +$9.7K | 0.01% | 390 |
|
|
2024
Q2 | $462K | Sell |
11,143
-2
| -0% | -$83 | 0.01% | 404 |
|
|
2024
Q1 | $483K | Buy |
11,145
+252
| +2% | +$10.9K | 0.01% | 381 |
|
|
2023
Q4 | $456K | Hold |
10,893
| – | – | 0.01% | 354 |
|
|
2023
Q3 | $366K | Buy |
10,893
+410
| +4% | +$13.8K | 0.01% | 369 |
|
|
2023
Q2 | $355K | Buy |
10,483
+3,846
| +58% | +$130K | 0.01% | 397 |
|
|
2023
Q1 | $238K | Buy |
+6,637
| New | +$238K | 0.01% | 463 |
|
|
2018
Q2 | – | Sell |
-425
| Closed | -$21K | – | 500 |
|
|
2018
Q1 | $21K | Buy |
+425
| New | +$21K | ﹤0.01% | 394 |
|