NewEdge 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 | $313K | Sell |
6,308
-1,974
| -24% | -$97.8K | ﹤0.01% | 1996 |
|
|
2025
Q1 | $386K | Buy |
8,282
+475
| +6% | +$22.1K | ﹤0.01% | 1738 |
|
|
2024
Q4 | $393K | Buy |
7,807
+100
| +1% | +$5.04K | ﹤0.01% | 1705 |
|
|
2024
Q3 | $366K | Buy |
7,707
+1,063
| +16% | +$50.5K | ﹤0.01% | 1664 |
|
|
2024
Q2 | $275K | Sell |
6,644
-2,686
| -29% | -$111K | ﹤0.01% | 1764 |
|
|
2024
Q1 | $405K | Sell |
9,330
-746
| -7% | -$32.4K | ﹤0.01% | 1470 |
|
|
2023
Q4 | $422K | Buy |
10,076
+1,211
| +14% | +$50.7K | ﹤0.01% | 1370 |
|
|
2023
Q3 | $298K | Sell |
8,865
-1,291
| -13% | -$43.4K | ﹤0.01% | 1432 |
|
|
2023
Q2 | $344K | Buy |
10,156
+2,908
| +40% | +$98.4K | ﹤0.01% | 1395 |
|
|
2023
Q1 | $259K | Sell |
7,248
-1,102
| -13% | -$39.4K | ﹤0.01% | 1430 |
|
|
2022
Q4 | $29K | Buy |
8,350
+604
| +8% | +$2.1K | ﹤0.01% | 1979 |
|
|
2022
Q3 | $370K | Buy |
7,746
+118
| +2% | +$5.64K | 0.01% | 1096 |
|
|
2022
Q2 | $376K | Buy |
+7,628
| New | +$376K | 0.01% | 1103 |
|