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Norris Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History

Norris Financial Group’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-48,514
Closed -$2.44M – 92
2024
Q4 		$2.44M Buy
+48,514
New +$2.51M 1.15% 24
2022
Q2 		– Sell
-10,615
Closed -$625K – 77
2022
Q1 		$625K Buy
10,615
+2,334
+28% +$148K 0.38% 50
2021
Q4 		$511K Sell
8,281
-6,558
-44% -$415K 0.31% 55
2021
Q3 		$899K Sell
14,839
-70,464
-83% -$4.05M 0.59% 39
2021
Q2 		$4.91M Buy
85,303
+8,197
+11% +$486K 3.31% 8
2021
Q1 		$4.37M Buy
+77,106
New +$4.08M 3.21% 9
2020
Q1 		– Sell
-14,369
Closed -$732K – 67
2019
Q4 		$732K Buy
+14,369
New +$700K 0.68% 35

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