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QTR Family Wealth’s iShares US Regional Banks ETF IAT Stock Holding History

QTR Family Wealth’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$328K Buy
6,624
+14
+0.2% +$694 0.2% 108
2025
Q1 		$308K Buy
+6,610
New +$308K 0.23% 109