Neville Rodie & Shaw’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 | $341K | Hold |
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|
2025
Q2 | $322K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $391K | Hold |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $513K | Buy |
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|
2021
Q4 | $510K | Buy |
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|
2021
Q3 | $488K | Buy |
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $394K | Buy |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $432K | Sell |
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|
2019
Q3 | $816K | Sell |
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|
2019
Q2 | $1.54M | Sell |
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|
2019
Q1 | $1.97M | Sell |
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|
2018
Q4 | $2.02M | Buy |
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