Steward Partners Investment Advisory’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 | $3.9M | Sell |
78,783
-12,369
| -14% | -$613K | 0.03% | 495 |
|
|
2025
Q1 | $4.25M | Buy |
91,152
+1,370
| +2% | +$63.9K | 0.04% | 443 |
|
|
2024
Q4 | $4.52M | Buy |
89,782
+9,438
| +12% | +$475K | 0.04% | 404 |
|
|
2024
Q3 | $3.82M | Buy |
80,344
+11
| +0% | +$523 | 0.04% | 442 |
|
|
2024
Q2 | $3.33M | Buy |
80,333
+6
| +0% | +$249 | 0.04% | 443 |
|
|
2024
Q1 | $3.48M | Buy |
80,327
+15,219
| +23% | +$660K | 0.04% | 417 |
|
|
2023
Q4 | $2.72M | Buy |
65,108
+100
| +0.2% | +$4.18K | 0.04% | 427 |
|
|
2023
Q3 | $2.18M | Buy |
65,008
+274
| +0.4% | +$9.21K | 0.03% | 454 |
|
|
2023
Q2 | $2.19M | Buy |
64,734
+55,198
| +579% | +$1.87M | 0.03% | 457 |
|
|
2023
Q1 | $341K | Buy |
9,536
+6,886
| +260% | +$246K | 0.01% | 1066 |
|
|
2022
Q4 | $126K | Sell |
2,650
-209
| -7% | -$9.96K | ﹤0.01% | 1450 |
|
|
2022
Q3 | $136K | Sell |
2,859
-988
| -26% | -$47K | ﹤0.01% | 1370 |
|
|
2022
Q2 | $190K | Sell |
3,847
-8,167
| -68% | -$403K | ﹤0.01% | 1228 |
|
|
2022
Q1 | $708K | Sell |
12,014
-17,561
| -59% | -$1.03M | 0.01% | 805 |
|
|
2021
Q4 | $1.83M | Buy |
29,575
+678
| +2% | +$41.9K | 0.03% | 513 |
|
|
2021
Q3 | $1.75M | Buy |
28,897
+1,058
| +4% | +$64.1K | 0.03% | 490 |
|
|
2021
Q2 | $1.6M | Buy |
27,839
+1,329
| +5% | +$76.5K | 0.03% | 514 |
|
|
2021
Q1 | $1.5M | Buy |
26,510
+23,185
| +697% | +$1.31M | 0.03% | 512 |
|
|
2020
Q4 | $151K | Buy |
3,325
+13
| +0.4% | +$590 | ﹤0.01% | 1185 |
|
|
2020
Q3 | $108K | Sell |
3,312
-40,788
| -92% | -$1.33M | ﹤0.01% | 1190 |
|
|
2020
Q2 | $1.49M | Buy |
44,100
+30,258
| +219% | +$1.02M | 0.04% | 360 |
|
|
2020
Q1 | $400K | Buy |
13,842
+2,891
| +26% | +$83.5K | 0.01% | 618 |
|
|
2019
Q4 | $558K | Buy |
10,951
+1,972
| +22% | +$100K | 0.02% | 602 |
|
|
2019
Q3 | $418K | Buy |
8,979
+1,440
| +19% | +$67K | 0.01% | 632 |
|
|
2019
Q2 | $346K | Buy |
+7,539
| New | +$346K | 0.01% | 658 |
|
|
2018
Q4 | – | Sell |
-6,393
| Closed | -$313K | – | 1391 |
|
|
2018
Q3 | $313K | Buy |
6,393
+410
| +7% | +$20.1K | 0.01% | 612 |
|
|
2018
Q2 | $294K | Sell |
5,983
-2,261
| -27% | -$111K | 0.02% | 571 |
|
|
2018
Q1 | $415K | Buy |
8,244
+21
| +0.3% | +$1.06K | 0.03% | 461 |
|
|
2017
Q4 | $405K | Buy |
8,223
+94
| +1% | +$4.63K | 0.03% | 405 |
|
|
2017
Q3 | $383K | Buy |
8,129
+449
| +6% | +$21.2K | 0.04% | 345 |
|
|
2017
Q2 | $349K | Buy |
7,680
+7,090
| +1,202% | +$322K | 0.04% | 328 |
|
|
2017
Q1 | $26K | Buy |
+590
| New | +$26K | ﹤0.01% | 684 |
|