Stifel Financial’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 | $889K | Sell |
17,945
-58,717
| -77% | -$2.91M | ﹤0.01% | 2407 |
|
|
2025
Q1 | $3.57M | Sell |
76,662
-14,835
| -16% | -$692K | ﹤0.01% | 1372 |
|
|
2024
Q4 | $4.61M | Buy |
91,497
+76,121
| +495% | +$3.83M | ﹤0.01% | 1251 |
|
|
2024
Q3 | $731K | Buy |
15,376
+1,705
| +12% | +$81.1K | ﹤0.01% | 2434 |
|
|
2024
Q2 | $567K | Buy |
13,671
+303
| +2% | +$12.6K | ﹤0.01% | 2548 |
|
|
2024
Q1 | $580K | Buy |
13,368
+1,330
| +11% | +$57.7K | ﹤0.01% | 2522 |
|
|
2023
Q4 | $504K | Sell |
12,038
-394
| -3% | -$16.5K | ﹤0.01% | 2552 |
|
|
2023
Q3 | $418K | Sell |
12,432
-2,332
| -16% | -$78.4K | ﹤0.01% | 2591 |
|
|
2023
Q2 | $500K | Buy |
14,764
+2,184
| +17% | +$73.9K | ﹤0.01% | 2519 |
|
|
2023
Q1 | $450K | Sell |
12,580
-10,552
| -46% | -$378K | ﹤0.01% | 2575 |
|
|
2022
Q4 | $1.1M | Buy |
23,132
+4,461
| +24% | +$213K | ﹤0.01% | 1925 |
|
|
2022
Q3 | $892K | Buy |
18,671
+1,746
| +10% | +$83.4K | ﹤0.01% | 2049 |
|
|
2022
Q2 | $834K | Sell |
16,925
-142,427
| -89% | -$7.02M | ﹤0.01% | 2134 |
|
|
2022
Q1 | $9.39M | Sell |
159,352
-2,394
| -1% | -$141K | 0.01% | 757 |
|
|
2021
Q4 | $9.99M | Buy |
161,746
+3,416
| +2% | +$211K | 0.01% | 745 |
|
|
2021
Q3 | $9.59M | Buy |
158,330
+7,311
| +5% | +$443K | 0.01% | 735 |
|
|
2021
Q2 | $8.69M | Buy |
151,019
+2,119
| +1% | +$122K | 0.01% | 759 |
|
|
2021
Q1 | $8.44M | Buy |
148,900
+139,204
| +1,436% | +$7.89M | 0.01% | 724 |
|
|
2020
Q4 | $440K | Buy |
9,696
+3,348
| +53% | +$152K | ﹤0.01% | 2402 |
|
|
2020
Q3 | $208K | Buy |
6,348
+297
| +5% | +$9.73K | ﹤0.01% | 2600 |
|
|
2020
Q2 | $205K | Buy |
+6,051
| New | +$205K | ﹤0.01% | 2574 |
|
|
2020
Q1 | – | Sell |
-24,938
| Closed | -$1.27M | – | 2944 |
|
|
2019
Q4 | $1.27M | Sell |
24,938
-5,835
| -19% | -$297K | ﹤0.01% | 1661 |
|
|
2019
Q3 | $1.43M | Sell |
30,773
-8,609
| -22% | -$400K | ﹤0.01% | 1528 |
|
|
2019
Q2 | $1.81M | Buy |
39,382
+1,254
| +3% | +$57.6K | ﹤0.01% | 1409 |
|
|
2019
Q1 | $1.66M | Sell |
38,128
-2,455
| -6% | -$107K | ﹤0.01% | 1352 |
|
|
2018
Q4 | $1.62M | Sell |
40,583
-74,109
| -65% | -$2.96M | 0.01% | 1261 |
|
|
2018
Q3 | $5.62M | Sell |
114,692
-10,201
| -8% | -$500K | 0.02% | 792 |
|
|
2018
Q2 | $6.14M | Buy |
124,893
+6,563
| +6% | +$323K | 0.02% | 720 |
|
|
2018
Q1 | $5.96M | Buy |
118,330
+26,402
| +29% | +$1.33M | 0.02% | 717 |
|
|
2017
Q4 | $4.53M | Buy |
91,928
+7,959
| +9% | +$392K | 0.01% | 810 |
|
|
2017
Q3 | $3.96M | Buy |
83,969
+13,511
| +19% | +$637K | 0.01% | 825 |
|
|
2017
Q2 | $3.21M | Buy |
70,458
+8,917
| +14% | +$406K | 0.01% | 895 |
|
|
2017
Q1 | $2.75M | Buy |
61,541
+2,975
| +5% | +$133K | 0.01% | 954 |
|
|
2016
Q4 | $2.66M | Buy |
58,566
+39,748
| +211% | +$1.81M | 0.01% | 919 |
|
|
2016
Q3 | $667K | Sell |
18,818
-1,260
| -6% | -$44.7K | ﹤0.01% | 1551 |
|
|
2016
Q2 | $652K | Sell |
20,078
-2,329
| -10% | -$75.6K | ﹤0.01% | 1606 |
|
|
2016
Q1 | $712K | Sell |
22,407
-3,388
| -13% | -$108K | ﹤0.01% | 1406 |
|
|
2015
Q4 | $902K | Buy |
25,795
+2,751
| +12% | +$96.2K | ﹤0.01% | 1351 |
|
|
2015
Q3 | $777K | Buy |
23,044
+1,475
| +7% | +$49.7K | ﹤0.01% | 1328 |
|
|
2015
Q2 | $790K | Sell |
21,569
-1,710
| -7% | -$62.6K | ﹤0.01% | 1452 |
|
|
2015
Q1 | $812K | Sell |
23,279
-418
| -2% | -$14.6K | ﹤0.01% | 1378 |
|
|
2014
Q4 | $828K | Sell |
23,697
-471
| -2% | -$16.5K | ﹤0.01% | 1362 |
|
|
2014
Q3 | $801K | Sell |
24,168
-447
| -2% | -$14.8K | 0.01% | 1252 |
|
|
2014
Q2 | $853K | Buy |
24,615
+546
| +2% | +$18.9K | 0.01% | 1198 |
|
|
2014
Q1 | $842K | Buy |
+24,069
| New | +$842K | 0.01% | 1164 |
|