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SOL Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

SOL Capital Management’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
Q4 		– Sell
-5,000
Closed -$263K – 310
2025
Q3 		$263K Hold
5,000
– – 0.02% 279
2025
Q2 		$248K Hold
5,000
– – 0.02% 282
2025
Q1 		$233K Hold
5,000
– – 0.03% 284
2024
Q4 		$252K Hold
5,000
– – 0.03% 279
2024
Q3 		$238K Hold
5,000
– – 0.03% 285
2024
Q2 		$207K Sell
5,000
-700
-12% -$29K 0.02% 291
2024
Q1 		$247K Hold
5,700
– – 0.03% 279
2023
Q4 		$238K Buy
+5,700
New +$205K 0.03% 274

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GHA
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UBS Group
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Raymond James Financial
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