Sigma Planning Corp’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $534K | Sell |
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|
2025
Q2 | $675K | Sell |
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|
2025
Q1 | $829K | Sell |
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|
2024
Q4 | $937K | Sell |
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|
2024
Q3 | $965K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $341K | Buy |
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|
2021
Q1 | $317K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $547K | Buy |
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|
2018
Q2 | $349K | Sell |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $322K | Sell |
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|
2017
Q3 | $315K | Sell |
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|
2017
Q2 | $322K | Sell |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $791K | Buy |
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|
2016
Q3 | $497K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $747K | Buy |
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