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

SOA Wealth Advisors’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$114K	Sell
2025 Q1	$119K	Hold
2024 Q4	$128K	Sell
2024 Q3	$234K	Sell
2024 Q2	$217K	Buy
2024 Q1	$227K	Buy
2023 Q4	$219K	Buy
2023 Q3	$176K	Hold
2023 Q2	$177K	Buy
2023 Q1	$82.5K	Buy