Sigma Planning Corp’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 | $675K | Sell |
13,616
-4,156
| -23% | -$206K | 0.02% | 662 |
|
|
2025
Q1 | $829K | Sell |
17,772
-833
| -4% | -$38.8K | 0.03% | 545 |
|
|
2024
Q4 | $937K | Sell |
18,605
-1,688
| -8% | -$85K | 0.03% | 511 |
|
|
2024
Q3 | $965K | Buy |
+20,293
| New | +$965K | 0.03% | 513 |
|
|
2023
Q1 | – | Sell |
-4,740
| Closed | -$226K | – | 1327 |
|
|
2022
Q4 | $226K | Sell |
4,740
-588
| -11% | -$28K | 0.01% | 1093 |
|
|
2022
Q3 | $254K | Buy |
5,328
+370
| +7% | +$17.6K | 0.01% | 1001 |
|
|
2022
Q2 | $244K | Sell |
4,958
-363
| -7% | -$17.9K | 0.01% | 1073 |
|
|
2022
Q1 | $314K | Buy |
5,321
+453
| +9% | +$26.7K | 0.01% | 1030 |
|
|
2021
Q4 | $301K | Buy |
4,868
+212
| +5% | +$13.1K | 0.01% | 1064 |
|
|
2021
Q3 | $282K | Sell |
4,656
-1,272
| -21% | -$77K | 0.01% | 1079 |
|
|
2021
Q2 | $341K | Buy |
5,928
+336
| +6% | +$19.3K | 0.01% | 999 |
|
|
2021
Q1 | $317K | Buy |
+5,592
| New | +$317K | 0.01% | 942 |
|
|
2018
Q4 | – | Sell |
-11,160
| Closed | -$547K | – | 884 |
|
|
2018
Q3 | $547K | Buy |
11,160
+4,067
| +57% | +$199K | 0.03% | 449 |
|
|
2018
Q2 | $349K | Sell |
7,093
-15,022
| -68% | -$739K | 0.02% | 582 |
|
|
2018
Q1 | $1.11M | Buy |
22,115
+15,585
| +239% | +$785K | 0.08% | 244 |
|
|
2017
Q4 | $322K | Sell |
6,530
-136
| -2% | -$6.71K | 0.02% | 575 |
|
|
2017
Q3 | $315K | Sell |
6,666
-398
| -6% | -$18.8K | 0.03% | 579 |
|
|
2017
Q2 | $322K | Sell |
7,064
-16,778
| -70% | -$765K | 0.03% | 546 |
|
|
2017
Q1 | $1.07M | Buy |
23,842
+6,405
| +37% | +$287K | 0.1% | 227 |
|
|
2016
Q4 | $791K | Buy |
17,437
+3,307
| +23% | +$150K | 0.09% | 252 |
|
|
2016
Q3 | $497K | Buy |
+14,130
| New | +$497K | 0.06% | 340 |
|
|
2015
Q3 | – | Sell |
-20,395
| Closed | -$747K | – | 706 |
|
|
2015
Q2 | $747K | Buy |
+20,395
| New | +$747K | 0.1% | 238 |
|