Private Advisor Group’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 | $298K | Buy |
+6,007
| New | +$298K | ﹤0.01% | 1985 |
|
|
2024
Q1 | – | Sell |
-5,170
| Closed | -$216K | – | 2324 |
|
|
2023
Q4 | $216K | Buy |
+5,170
| New | +$216K | ﹤0.01% | 1997 |
|
|
2022
Q3 | – | Sell |
-4,453
| Closed | -$219K | – | 2014 |
|
|
2022
Q2 | $219K | Sell |
4,453
-670
| -13% | -$33K | ﹤0.01% | 1796 |
|
|
2022
Q1 | $302K | Buy |
5,123
+1,469
| +40% | +$86.6K | ﹤0.01% | 1672 |
|
|
2021
Q4 | $226K | Sell |
3,654
-780
| -18% | -$48.2K | ﹤0.01% | 1860 |
|
|
2021
Q3 | $269K | Sell |
4,434
-2,190
| -33% | -$133K | ﹤0.01% | 1750 |
|
|
2021
Q2 | $381K | Buy |
6,624
+1,003
| +18% | +$57.7K | ﹤0.01% | 1522 |
|
|
2021
Q1 | $319K | Buy |
5,621
+527
| +10% | +$29.9K | ﹤0.01% | 1524 |
|
|
2020
Q4 | $231K | Sell |
5,094
-26,192
| -84% | -$1.19M | ﹤0.01% | 1570 |
|
|
2020
Q3 | $1.02M | Buy |
31,286
+22,979
| +277% | +$752K | 0.01% | 778 |
|
|
2020
Q2 | $281K | Buy |
8,307
+522
| +7% | +$17.7K | ﹤0.01% | 1231 |
|
|
2020
Q1 | $225K | Sell |
7,785
-4,563
| -37% | -$132K | ﹤0.01% | 1192 |
|
|
2019
Q4 | $629K | Sell |
12,348
-577
| -4% | -$29.4K | 0.01% | 951 |
|
|
2019
Q3 | $602K | Sell |
12,925
-8,054
| -38% | -$375K | 0.01% | 983 |
|
|
2019
Q2 | $963K | Sell |
20,979
-598
| -3% | -$27.5K | 0.02% | 756 |
|
|
2019
Q1 | $941K | Sell |
21,577
-7,167
| -25% | -$313K | 0.02% | 693 |
|
|
2018
Q4 | $1.15M | Buy |
28,744
+3,486
| +14% | +$139K | 0.03% | 537 |
|
|
2018
Q3 | $1.24M | Buy |
25,258
+10,548
| +72% | +$517K | 0.03% | 591 |
|
|
2018
Q2 | $727K | Sell |
14,710
-4,413
| -23% | -$218K | 0.01% | 601 |
|
|
2018
Q1 | $963K | Buy |
+19,123
| New | +$963K | 0.04% | 415 |
|
|
2017
Q4 | – | Sell |
-21,169
| Closed | -$1M | – | 1283 |
|
|
2017
Q3 | $1M | Buy |
21,169
+758
| +4% | +$35.8K | 0.02% | 574 |
|
|
2017
Q2 | $940K | Sell |
20,411
-1,836
| -8% | -$84.6K | 0.03% | 560 |
|
|
2017
Q1 | $977K | Buy |
22,247
+13,005
| +141% | +$571K | 0.03% | 544 |
|
|
2016
Q4 | $424K | Buy |
9,242
+724
| +8% | +$33.2K | 0.01% | 793 |
|
|
2016
Q3 | $301K | Sell |
8,518
-1,054
| -11% | -$37.2K | 0.01% | 827 |
|
|
2016
Q2 | $300K | Sell |
9,572
-293
| -3% | -$9.18K | 0.01% | 818 |
|
|
2016
Q1 | $314K | Sell |
9,865
-2,213
| -18% | -$70.4K | 0.02% | 748 |
|
|
2015
Q4 | $422K | Buy |
12,078
+237
| +2% | +$8.28K | 0.02% | 650 |
|
|
2015
Q3 | $399K | Buy |
11,841
+5,124
| +76% | +$173K | 0.02% | 647 |
|
|
2015
Q2 | $246K | Buy |
+6,717
| New | +$246K | 0.01% | 861 |
|
|
2014
Q4 | – | Sell |
-6,752
| Closed | -$224K | – | 1101 |
|
|
2014
Q3 | $224K | Sell |
6,752
-447
| -6% | -$14.8K | 0.02% | 807 |
|
|
2014
Q2 | $249K | Buy |
7,199
+908
| +14% | +$31.4K | 0.02% | 720 |
|
|
2014
Q1 | $220K | Buy |
6,291
+154
| +3% | +$5.39K | 0.02% | 674 |
|
|
2013
Q4 | $203K | Buy |
+6,137
| New | +$203K | 0.02% | 657 |
|