SOA Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.9K	Sell	165 -1,960	-92%	-$111K	﹤0.01%	605
2025 Q4	$117K	Buy	2,125 +2	+0.1%	+$104	0.02%	264
2025 Q3	$112K	Sell	2,123 -188	-8%	-$9.8K	0.02%	278
2025 Q2	$114K	Sell	2,311 -236	-9%	-$10.7K	0.02%	264
2025 Q1	$119K	Hold	2,547	–	–	0.02%	243
2024 Q4	$128K	Sell	2,547 -2,384	-48%	-$123K	0.02%	229
2024 Q3	$234K	Sell	4,931 -313	-6%	-$14.4K	0.04%	167
2024 Q2	$217K	Buy	5,244 +2	+0%	+$83	0.04%	173
2024 Q1	$227K	Buy	5,242 +1	+0%	+$41	0.05%	168
2023 Q4	$219K	Buy	5,241 +4	+0.1%	+$144	0.05%	165
2023 Q3	$176K	Hold	5,237	–	–	0.04%	176
2023 Q2	$177K	Buy	5,237 +2,931	+127%	+$98.5K	0.04%	174
2023 Q1	$82.5K	Buy	+2,306	New	+$108K	0.02%	239