SWA
SOA Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
2,311
-236
| -9% | -$11.7K | 0.02% | 264 |
|
|
2025
Q1 | $119K | Hold |
2,547
| – | – | 0.02% | 243 |
|
|
2024
Q4 | $128K | Sell |
2,547
-2,384
| -48% | -$120K | 0.02% | 229 |
|
|
2024
Q3 | $234K | Sell |
4,931
-313
| -6% | -$14.9K | 0.04% | 167 |
|
|
2024
Q2 | $217K | Buy |
5,244
+2
| +0% | +$83 | 0.04% | 173 |
|
|
2024
Q1 | $227K | Buy |
5,242
+1
| +0% | +$43 | 0.05% | 168 |
|
|
2023
Q4 | $219K | Buy |
5,241
+4
| +0.1% | +$167 | 0.05% | 165 |
|
|
2023
Q3 | $176K | Hold |
5,237
| – | – | 0.04% | 176 |
|
|
2023
Q2 | $177K | Buy |
5,237
+2,931
| +127% | +$99.2K | 0.04% | 174 |
|
|
2023
Q1 | $82.5K | Buy |
+2,306
| New | +$82.5K | 0.02% | 239 |
|