Pettyjohn Wood & White’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 | $225K | Hold |
|
|||||
|
2025
Q2 | $212K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $230K | Hold |
|
|||||
|
2024
Q3 | $217K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $212K | Sell |
|
|||||
|
2023
Q4 | $218K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $214K | Sell |
|
|||||
|
2022
Q4 | $286K | Hold |
|
|||||
|
2022
Q3 | $286K | Sell |
|
|||||
|
2022
Q2 | $325K | Hold |
|
|||||
|
2022
Q1 | $389K | Hold |
|
|||||
|
2021
Q4 | $408K | Hold |
|
|||||
|
2021
Q3 | $400K | Sell |
|
|||||
|
2021
Q2 | $384K | Sell |
|
|||||
|
2021
Q1 | $432K | Sell |
|
|||||
|
2020
Q4 | $354K | Sell |
|
|||||
|
2020
Q3 | $262K | Sell |
|
|||||
|
2020
Q2 | $277K | Sell |
|
|||||
|
2020
Q1 | $260K | Sell |
|
|||||
|
2019
Q4 | $500K | Hold |
|
|||||
|
2019
Q3 | $456K | Sell |
|
|||||
|
2019
Q2 | $468K | Hold |
|
|||||
|
2019
Q1 | $443K | Hold |
|
|||||
|
2018
Q4 | $406K | Hold |
|
|||||
|
2018
Q3 | $500K | Buy |
|
|||||
|
2018
Q2 | $488K | Hold |
|
|||||
|
2018
Q1 | $500K | Buy |
|
|||||
|
2017
Q4 | $479K | Sell |
|
|||||
|
2017
Q3 | $469K | Sell |
|
|||||
|
2017
Q2 | $461K | Sell |
|
|||||
|
2017
Q1 | $494K | Buy |
|
|||||
|
2016
Q4 | $496K | Buy |
|
|||||
|
2016
Q3 | $379K | Hold |
|
|||||
|
2016
Q2 | $350K | Buy |
|
|||||
|
2016
Q1 | $336K | Hold |
|
|||||
|
2015
Q4 | $370K | Sell |
|
|||||
|
2015
Q3 | $363K | Hold |
|
|||||
|
2015
Q2 | $394K | Hold |
|
|||||
|
2015
Q1 | $376K | Sell |
|
|||||
|
2014
Q4 | $380K | Sell |
|
|||||
|
2014
Q3 | $367K | Hold |
|
|||||
|
2014
Q2 | $384K | Buy |
|
|||||
|
2014
Q1 | $380K | Sell |
|
|||||
|
2013
Q4 | $362K | Sell |
|
|||||
|
2013
Q3 | $338K | Hold |
|
|||||
|
2013
Q2 | $332K | Buy |
|