Richard C. Young & Co’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
2023
Q4
Sell
-707,507
Closed -$23.8M 77
2023
Q3
$23.8M Sell
707,507
-1,064
-0.2% -$35.8K 3.38% 3
2023
Q2
$24M Buy
+708,571
New +$24M 3.29% 3