SFS
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Sowell Financial Services’s iShares US Regional Banks ETF IAT Stock Holding History

Sowell Financial Services’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
2023
Q4 		– Sell
-14,026
Closed -$478K – 555
2023
Q3 		$478K Buy
+14,026
New +$505K 0.03% 406
2022
Q1 		– Sell
-11,254
Closed -$695K – 310
2021
Q4 		$695K Buy
+11,254
New +$711K 0.04% 387
2021
Q2 		– Sell
-4,070
Closed -$251K – 1517
2021
Q1 		$251K Buy
+4,070
New +$215K 0.01% 921

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BIA
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