O'Shaughnessy Asset 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 | $14.3K | Hold |
288
| – | – | ﹤0.01% | 2154 |
|
|
2025
Q1 | $13.4K | Buy |
288
+195
| +210% | +$9.09K | ﹤0.01% | 2097 |
|
|
2024
Q4 | $4.68K | Sell |
93
-1
| -1% | -$50 | ﹤0.01% | 2105 |
|
|
2024
Q3 | $4.63K | Buy |
94
+58
| +161% | +$2.86K | ﹤0.01% | 2042 |
|
|
2024
Q2 | $1.49K | Sell |
36
-17
| -32% | -$705 | ﹤0.01% | 1922 |
|
|
2024
Q1 | $2.3K | Buy |
53
+5
| +10% | +$217 | ﹤0.01% | 1823 |
|
|
2023
Q4 | $2.01K | Sell |
48
-445
| -90% | -$18.6K | ﹤0.01% | 1700 |
|
|
2023
Q3 | $16.6K | Buy |
+493
| New | +$16.6K | ﹤0.01% | 1519 |
|