Principal Securities’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
$64.1K Buy
1,294
+74
+6% +$3.67K ﹤0.01% 1754
2025
Q1
$61.4K Hold
1,220
﹤0.01% 1668
2024
Q4
$61.4K Sell
1,220
-17
-1% -$856 ﹤0.01% 1665
2024
Q3
$58.8K Sell
1,237
-350
-22% -$16.6K ﹤0.01% 1613
2024
Q2
$65.8K Sell
1,587
-42
-3% -$1.74K ﹤0.01% 1486
2024
Q1
$70.7K Buy
1,629
+48
+3% +$2.08K ﹤0.01% 1411
2023
Q4
$66.1K Buy
+1,581
New +$66.1K ﹤0.01% 1357