Private Trust Company’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 | $34.7K | Sell |
700
-73
| -9% | -$3.62K | ﹤0.01% | 1359 |
|
|
2025
Q1 | $36K | Sell |
773
-141
| -15% | -$6.58K | ﹤0.01% | 1323 |
|
|
2024
Q4 | $46K | Buy |
914
+77
| +9% | +$3.88K | ﹤0.01% | 1200 |
|
|
2024
Q3 | $39.8K | Sell |
837
-2
| -0.2% | -$95 | ﹤0.01% | 1223 |
|
|
2024
Q2 | $34.8K | Sell |
839
-1
| -0.1% | -$41 | ﹤0.01% | 1244 |
|
|
2024
Q1 | $36.4K | Sell |
840
-8
| -0.9% | -$347 | ﹤0.01% | 1212 |
|
|
2023
Q4 | $35.5K | Sell |
848
-144
| -15% | -$6.03K | ﹤0.01% | 1180 |
|
|
2023
Q3 | $33.3K | Sell |
992
-742
| -43% | -$24.9K | ﹤0.01% | 1156 |
|
|
2023
Q2 | $58.7K | Buy |
1,734
+134
| +8% | +$4.54K | 0.01% | 974 |
|
|
2023
Q1 | $57.3K | Hold |
1,600
| – | – | 0.01% | 951 |
|
|
2022
Q4 | $76K | Buy |
1,600
+200
| +14% | +$9.5K | 0.01% | 821 |
|
|
2022
Q3 | $67K | Hold |
1,400
| – | – | 0.01% | 801 |
|
|
2022
Q2 | $69K | Buy |
+1,400
| New | +$69K | 0.01% | 820 |
|