Sage Financial 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 | $498K | Buy |
10,042
+71
| +0.7% | +$3.52K | 0.04% | 69 |
|
|
2025
Q1 | $465K | Buy |
9,971
+48
| +0.5% | +$2.24K | 0.04% | 76 |
|
|
2024
Q4 | $500K | Buy |
9,923
+69
| +0.7% | +$3.48K | 0.04% | 69 |
|
|
2024
Q3 | $468K | Buy |
9,854
+80
| +0.8% | +$3.8K | 0.04% | 73 |
|
|
2024
Q2 | $405K | Buy |
9,774
+72
| +0.7% | +$2.99K | 0.04% | 76 |
|
|
2024
Q1 | $421K | Buy |
9,702
+59
| +0.6% | +$2.56K | 0.04% | 76 |
|
|
2023
Q4 | $403K | Buy |
9,643
+219
| +2% | +$9.16K | 0.04% | 76 |
|
|
2023
Q3 | $317K | Hold |
9,424
| – | – | 0.04% | 79 |
|
|
2023
Q2 | $319K | Buy |
+9,424
| New | +$319K | 0.03% | 79 |
|