Moneta Group Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $599K | Buy |
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2025
Q2 | $558K | Buy |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $563K | Sell |
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $462K | Sell |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $456K | Hold |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $21K | Buy |
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