Northwestern Mutual Wealth Management’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 | $4.05M | Sell |
81,688
-3,493
| -4% | -$173K | ﹤0.01% | 747 |
|
|
2025
Q1 | $3.97M | Sell |
85,181
-28,634
| -25% | -$1.34M | ﹤0.01% | 721 |
|
|
2024
Q4 | $5.73M | Sell |
113,815
-78,441
| -41% | -$3.95M | ﹤0.01% | 578 |
|
|
2024
Q3 | $9.14M | Sell |
192,256
-139,338
| -42% | -$6.62M | 0.01% | 474 |
|
|
2024
Q2 | $13.7M | Sell |
331,594
-76,633
| -19% | -$3.18M | 0.01% | 359 |
|
|
2024
Q1 | $17.7M | Buy |
408,227
+19,242
| +5% | +$835K | 0.02% | 317 |
|
|
2023
Q4 | $16.3M | Buy |
388,985
+35,352
| +10% | +$1.48M | 0.02% | 305 |
|
|
2023
Q3 | $11.9M | Buy |
353,633
+27,540
| +8% | +$925K | 0.02% | 342 |
|
|
2023
Q2 | $11M | Buy |
326,093
+69,475
| +27% | +$2.35M | 0.01% | 347 |
|
|
2023
Q1 | $9.18M | Buy |
256,618
+241,370
| +1,583% | +$8.64M | 0.01% | 364 |
|
|
2022
Q4 | $726K | Buy |
15,248
+5,329
| +54% | +$254K | ﹤0.01% | 973 |
|
|
2022
Q3 | $473K | Buy |
9,919
+10
| +0.1% | +$477 | ﹤0.01% | 1068 |
|
|
2022
Q2 | $488K | Buy |
9,909
+3,209
| +48% | +$158K | ﹤0.01% | 1061 |
|
|
2022
Q1 | $394K | Buy |
6,700
+990
| +17% | +$58.2K | ﹤0.01% | 1167 |
|
|
2021
Q4 | $353K | Sell |
5,710
-419
| -7% | -$25.9K | ﹤0.01% | 1217 |
|
|
2021
Q3 | $371K | Sell |
6,129
-181
| -3% | -$11K | ﹤0.01% | 1108 |
|
|
2021
Q2 | $364K | Buy |
6,310
+869
| +16% | +$50.1K | ﹤0.01% | 1096 |
|
|
2021
Q1 | $308K | Buy |
5,441
+350
| +7% | +$19.8K | ﹤0.01% | 1081 |
|
|
2020
Q4 | $231K | Buy |
5,091
+2,831
| +125% | +$128K | ﹤0.01% | 1092 |
|
|
2020
Q3 | $74K | Sell |
2,260
-7
| -0.3% | -$229 | ﹤0.01% | 1380 |
|
|
2020
Q2 | $77K | Sell |
2,267
-360
| -14% | -$12.2K | ﹤0.01% | 1318 |
|
|
2020
Q1 | $76K | Sell |
2,627
-1,335
| -34% | -$38.6K | ﹤0.01% | 1211 |
|
|
2019
Q4 | $202K | Sell |
3,962
-578
| -13% | -$29.5K | ﹤0.01% | 947 |
|
|
2019
Q3 | $211K | Sell |
4,540
-545
| -11% | -$25.3K | ﹤0.01% | 874 |
|
|
2019
Q2 | $233K | Sell |
5,085
-888
| -15% | -$40.7K | ﹤0.01% | 838 |
|
|
2019
Q1 | $260K | Sell |
5,973
-194
| -3% | -$8.45K | ﹤0.01% | 781 |
|
|
2018
Q4 | $246K | Sell |
6,167
-372
| -6% | -$14.8K | ﹤0.01% | 731 |
|
|
2018
Q3 | $320K | Buy |
6,539
+369
| +6% | +$18.1K | ﹤0.01% | 677 |
|
|
2018
Q2 | $303K | Sell |
6,170
-225
| -4% | -$11K | ﹤0.01% | 659 |
|
|
2018
Q1 | $322K | Buy |
6,395
+762
| +14% | +$38.4K | ﹤0.01% | 617 |
|
|
2017
Q4 | $278K | Sell |
5,633
-704
| -11% | -$34.7K | ﹤0.01% | 631 |
|
|
2017
Q3 | $299K | Sell |
6,337
-4
| -0.1% | -$189 | ﹤0.01% | 588 |
|
|
2017
Q2 | $289K | Buy |
6,341
+485
| +8% | +$22.1K | ﹤0.01% | 595 |
|
|
2017
Q1 | $263K | Buy |
5,856
+1,215
| +26% | +$54.6K | ﹤0.01% | 590 |
|
|
2016
Q4 | $211K | Buy |
+4,641
| New | +$211K | ﹤0.01% | 634 |
|
|
2016
Q3 | – | Sell |
-2,771
| Closed | -$90K | – | 785 |
|
|
2016
Q2 | $90K | Buy |
2,771
+1,190
| +75% | +$38.7K | ﹤0.01% | 756 |
|
|
2016
Q1 | $50K | Buy |
1,581
+450
| +40% | +$14.2K | ﹤0.01% | 893 |
|
|
2015
Q4 | $40K | Buy |
+1,131
| New | +$40K | ﹤0.01% | 838 |
|