One Capital 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 | $288K | Buy |
5,804
+828
| +17% | +$41K | 0.01% | 416 |
|
|
2025
Q1 | $232K | Hold |
4,976
| – | – | 0.01% | 375 |
|
|
2024
Q4 | $251K | Sell |
4,976
-640
| -11% | -$32.2K | 0.01% | 330 |
|
|
2024
Q3 | $267K | Sell |
5,616
-585
| -9% | -$27.8K | 0.01% | 329 |
|
|
2024
Q2 | $257K | Buy |
6,201
+1,125
| +22% | +$46.6K | 0.01% | 339 |
|
|
2024
Q1 | $220K | Buy |
5,076
+135
| +3% | +$5.86K | 0.01% | 285 |
|
|
2023
Q4 | $207K | Buy |
+4,941
| New | +$207K | 0.01% | 278 |
|