Spire Wealth Management’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
Q2 | $35.9K | Sell |
725
-384
| -35% | -$19K | ﹤0.01% | 1315 |
|
|
2025
Q1 | $51.7K | Buy |
1,109
+1,026
| +1,236% | +$47.8K | ﹤0.01% | 1270 |
|
|
2024
Q4 | $4.19K | Hold |
83
| – | – | ﹤0.01% | 2092 |
|
|
2024
Q3 | $3.93K | Sell |
83
-85
| -51% | -$4.02K | ﹤0.01% | 1874 |
|
|
2024
Q2 | $6.96K | Buy |
168
+1
| +0.6% | +$41 | ﹤0.01% | 1746 |
|
|
2024
Q1 | $7.22K | Buy |
167
+2
| +1% | +$87 | ﹤0.01% | 1818 |
|
|
2023
Q4 | $6.82K | Buy |
165
+4
| +2% | +$165 | ﹤0.01% | 1870 |
|
|
2023
Q3 | $5.41K | Hold |
161
| – | – | ﹤0.01% | 1923 |
|
|
2023
Q2 | $5.45K | Buy |
161
+1
| +0.6% | +$34 | ﹤0.01% | 1974 |
|
|
2023
Q1 | $5.71K | Buy |
160
+1
| +0.6% | +$36 | ﹤0.01% | 2002 |
|
|
2022
Q4 | $8K | Buy |
159
+3
| +2% | +$151 | ﹤0.01% | 1694 |
|
|
2022
Q3 | $7K | Sell |
156
-506
| -76% | -$22.7K | ﹤0.01% | 1657 |
|
|
2022
Q2 | $33K | Sell |
662
-1,977
| -75% | -$98.6K | ﹤0.01% | 1467 |
|
|
2022
Q1 | $156K | Buy |
2,639
+2,112
| +401% | +$125K | ﹤0.01% | 993 |
|
|
2021
Q4 | $33K | Buy |
+527
| New | +$33K | ﹤0.01% | 1907 |
|
|
2021
Q3 | – | Sell |
-400
| Closed | -$23K | – | 2608 |
|
|
2021
Q2 | $23K | Sell |
400
-200
| -33% | -$11.5K | ﹤0.01% | 1819 |
|
|
2021
Q1 | $34K | Buy |
+600
| New | +$34K | ﹤0.01% | 1918 |
|