Patten & Patten’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 | $471K | Hold |
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|
2025
Q2 | $444K | Buy |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $450K | Hold |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $360K | Hold |
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|
2022
Q4 | $479K | Buy |
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|
2022
Q3 | $458K | Hold |
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|
2022
Q2 | $472K | Hold |
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|
2022
Q1 | $565K | Hold |
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|
2021
Q4 | $592K | Hold |
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|
2021
Q3 | $580K | Hold |
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|
2021
Q2 | $551K | Hold |
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|
2021
Q1 | $543K | Hold |
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|
2020
Q4 | $435K | Hold |
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|
2020
Q3 | $314K | Hold |
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|
2020
Q2 | $324K | Buy |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $399K | Hold |
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|
2019
Q3 | $365K | Hold |
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|
2019
Q2 | $360K | Sell |
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|
2019
Q1 | $375K | Hold |
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|
2018
Q4 | $344K | Buy |
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|
2018
Q3 | $408K | Hold |
|
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|
2018
Q2 | $410K | Hold |
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|
2018
Q1 | $420K | Hold |
|
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|
2017
Q4 | $411K | Hold |
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|
2017
Q3 | $393K | Hold |
|
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|
2017
Q2 | $380K | Sell |
|
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|
2017
Q1 | $389K | Hold |
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|
2016
Q4 | $394K | Hold |
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|
2016
Q3 | $305K | Hold |
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|
2016
Q2 | $282K | Sell |
|
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|
2016
Q1 | $277K | Hold |
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|
2015
Q4 | $305K | Hold |
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|
2015
Q3 | $294K | Sell |
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|
2015
Q2 | $345K | Buy |
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|
2015
Q1 | $314K | Hold |
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|
2014
Q4 | $315K | Buy |
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|
2014
Q3 | $288K | Buy |
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|
2014
Q2 | $289K | Sell |
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|
2014
Q1 | $310K | Hold |
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|
2013
Q4 | $293K | Sell |
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|
2013
Q3 | $281K | Hold |
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|
2013
Q2 | $276K | Buy |
|