Smith & Howard Wealth Management’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
2014
Q1
Sell
-3,000
Closed -$99K 112
2013
Q4
$99K Hold
3,000
0.05% 84
2013
Q3
$89K Hold
3,000
0.05% 85
2013
Q2
$88K Buy
+3,000
New +$88K 0.06% 79