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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $724K | Sell |
13,452
-238
| -2% | -$13.5K | 0.02% | 697 |
|
|
2025
Q4 | $755K | Buy |
13,690
+3,525
| +35% | +$183K | 0.02% | 636 |
|
|
2025
Q3 | $534K | Sell |
10,165
-3,451
| -25% | -$180K | 0.02% | 789 |
|
|
2025
Q2 | $675K | Sell |
13,616
-4,156
| -23% | -$189K | 0.02% | 662 |
|
|
2025
Q1 | $829K | Sell |
17,772
-833
| -4% | -$41.8K | 0.03% | 545 |
|
|
2024
Q4 | $937K | Sell |
18,605
-1,688
| -8% | -$87.2K | 0.03% | 511 |
|
|
2024
Q3 | $965K | Buy |
+20,293
| New | +$934K | 0.03% | 513 |
|
|
2023
Q1 | – | Sell |
-4,740
| Closed | -$226K | – | 1330 |
|
|
2022
Q4 | $226K | Sell |
4,740
-588
| -11% | -$28.9K | 0.01% | 1093 |
|
|
2022
Q3 | $254K | Buy |
5,328
+370
| +7% | +$19.2K | 0.01% | 1007 |
|
|
2022
Q2 | $244K | Sell |
4,958
-363
| -7% | -$19.3K | 0.01% | 1080 |
|
|
2022
Q1 | $314K | Buy |
5,321
+453
| +9% | +$28.7K | 0.01% | 1038 |
|
|
2021
Q4 | $301K | Buy |
4,868
+212
| +5% | +$13.4K | 0.01% | 1078 |
|
|
2021
Q3 | $282K | Sell |
4,656
-1,272
| -21% | -$73.2K | 0.01% | 1090 |
|
|
2021
Q2 | $341K | Buy |
5,928
+336
| +6% | +$19.9K | 0.01% | 1016 |
|
|
2021
Q1 | $317K | Buy |
+5,592
| New | +$296K | 0.01% | 959 |
|
|
2018
Q4 | – | Sell |
-11,160
| Closed | -$547K | – | 903 |
|
|
2018
Q3 | $547K | Buy |
11,160
+4,067
| +57% | +$208K | 0.03% | 453 |
|
|
2018
Q2 | $349K | Sell |
7,093
-15,022
| -68% | -$769K | 0.02% | 584 |
|
|
2018
Q1 | $1.11M | Buy |
22,115
+15,585
| +239% | +$814K | 0.08% | 245 |
|
|
2017
Q4 | $322K | Sell |
6,530
-136
| -2% | -$6.53K | 0.03% | 577 |
|
|
2017
Q3 | $315K | Sell |
6,666
-398
| -6% | -$18K | 0.03% | 582 |
|
|
2017
Q2 | $322K | Sell |
7,064
-16,778
| -70% | -$746K | 0.03% | 547 |
|
|
2017
Q1 | $1.07M | Buy |
23,842
+6,405
| +37% | +$296K | 0.1% | 227 |
|
|
2016
Q4 | $791K | Buy |
17,437
+3,307
| +23% | +$134K | 0.09% | 252 |
|
|
2016
Q3 | $497K | Buy |
+14,130
| New | +$484K | 0.06% | 342 |
|
|
2015
Q3 | – | Sell |
-20,395
| Closed | -$747K | – | 715 |
|
|
2015
Q2 | $747K | Buy |
+20,395
| New | +$731K | 0.1% | 238 |
|
Other funds holding IAT
GHA
