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Summit Financial Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Summit Financial Wealth Advisors’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,588
Closed -$838K – 128
2022
Q4 		$838K Buy
+17,588
New +$838K 0.2% 59