Silver Oak Securities’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
2024
Q3
Sell
-6,083
Closed -$252K 560
2024
Q2
$252K Buy
6,083
+53
+0.9% +$2.2K 0.04% 327
2024
Q1
$262K Sell
6,030
-3,359
-36% -$146K 0.04% 320
2023
Q4
$393K Buy
+9,389
New +$393K 0.05% 324