Spectrum Wealth Counsel’s iShares US Regional Banks ETF IAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$551K Sell
11,809
-54,540
-82% -$2.54M 0.07% 81
2024
Q4
$3.34M Buy
66,349
+694
+1% +$35K 0.39% 57
2024
Q3
$3.12M Buy
+65,655
New +$3.12M 0.37% 57
2024
Q1
Sell
-4,358
Closed -$182K 376
2023
Q4
$182K Buy
+4,358
New +$182K 0.03% 134