Snowden Capital Advisors’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 | $537K | Buy |
10,847
+41
| +0.4% | +$2.03K | 0.02% | 732 |
|
2025
Q1 | $504K | Sell |
10,806
-1,526
| -12% | -$71.2K | 0.02% | 737 |
|
2024
Q4 | $621K | Buy |
12,332
+2,304
| +23% | +$116K | 0.02% | 680 |
|
2024
Q3 | $477K | Buy |
10,028
+339
| +3% | +$16.1K | 0.01% | 795 |
|
2024
Q2 | $402K | Buy |
9,689
+1,147
| +13% | +$47.6K | 0.01% | 852 |
|
2024
Q1 | $371K | Buy |
8,542
+3,088
| +57% | +$134K | 0.01% | 888 |
|
2023
Q4 | $228K | Buy |
+5,454
| New | +$228K | 0.01% | 1032 |
|
2023
Q3 | – | Sell |
-9,638
| Closed | -$326K | – | 1113 |
|
2023
Q2 | $326K | Buy |
9,638
+1,030
| +12% | +$34.9K | 0.01% | 923 |
|
2023
Q1 | $308K | Sell |
8,608
-823
| -9% | -$29.5K | 0.01% | 929 |
|
2022
Q4 | $449K | Sell |
9,431
-400
| -4% | -$19.1K | 0.02% | 751 |
|
2022
Q3 | $469K | Sell |
9,831
-1,134
| -10% | -$54.1K | 0.02% | 680 |
|
2022
Q2 | $540K | Buy |
10,965
+2,090
| +24% | +$103K | 0.02% | 591 |
|
2022
Q1 | $522K | Buy |
8,875
+5,171
| +140% | +$304K | 0.02% | 619 |
|
2021
Q4 | $228K | Sell |
3,704
-58
| -2% | -$3.57K | 0.01% | 637 |
|
2021
Q3 | $228K | Buy |
3,762
+62
| +2% | +$3.76K | 0.01% | 799 |
|
2021
Q2 | $213K | Buy |
+3,700
| New | +$213K | 0.01% | 825 |
|
2017
Q1 | – | Sell |
-26,863
| Closed | -$1.22M | – | 348 |
|
2016
Q4 | $1.22M | Buy |
+26,863
| New | +$1.22M | 0.31% | 112 |
|