North Star Investment Management’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 | $475K | Sell |
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|
2025
Q2 | $453K | Sell |
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|
2025
Q1 | $545K | Sell |
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|
2024
Q4 | $618K | Hold |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $531K | Sell |
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|
2023
Q3 | $621K | Sell |
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|
2023
Q2 | $629K | Hold |
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|
2023
Q1 | $665K | Buy |
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|
2022
Q4 | $879K | Sell |
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|
2022
Q3 | $887K | Hold |
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|
2022
Q2 | $915K | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.1M | Hold |
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|
2021
Q2 | $1.05M | Hold |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $827K | Hold |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $634K | Hold |
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|
2020
Q1 | $542K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $946K | Sell |
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|
2019
Q2 | $977K | Hold |
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|
2019
Q1 | $924K | Sell |
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|
2018
Q4 | $903K | Sell |
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|
2018
Q3 | $1.31M | Hold |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $1.34M | Buy |
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|
2017
Q4 | $1.31M | Sell |
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.34M | Sell |
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|
2017
Q1 | $5.04M | Buy |
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|
2016
Q4 | $4.98M | Buy |
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|
2016
Q3 | $3.63M | Buy |
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|
2016
Q2 | $3.31M | Buy |
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|
2016
Q1 | $3.23M | Sell |
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|
2015
Q4 | $3.59M | Buy |
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|
2015
Q3 | $3.41M | Sell |
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|
2015
Q2 | $3.85M | Sell |
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|
2015
Q1 | $3.71M | Buy |
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|
2014
Q4 | $3.67M | Buy |
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|
2014
Q3 | $3.35M | Buy |
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|
2014
Q2 | $3.47M | Buy |
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|
2014
Q1 | $3.35M | Buy |
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|
2013
Q4 | $3.06M | Sell |
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|
2013
Q3 | $2.8M | Buy |
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|
2013
Q2 | $2.65M | Buy |
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