Steward Partners Investment Advisory’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.12M | Sell |
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|
2025
Q2 | $3.9M | Sell |
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|
2025
Q1 | $4.25M | Buy |
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|
2024
Q4 | $4.52M | Buy |
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|
2024
Q3 | $3.82M | Buy |
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|
2024
Q2 | $3.33M | Buy |
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|
2024
Q1 | $3.48M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $126K | Sell |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $190K | Sell |
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|
2022
Q1 | $708K | Sell |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $151K | Buy |
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|
2020
Q3 | $108K | Sell |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $558K | Buy |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $346K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q2 | $294K | Sell |
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|
2018
Q1 | $415K | Buy |
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|
2017
Q4 | $405K | Buy |
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|
2017
Q3 | $383K | Buy |
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|
2017
Q2 | $349K | Buy |
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|
2017
Q1 | $26K | Buy |
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