Sunbelt Securities’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 | $410K | Buy |
8,143
+5,124
| +170% | +$258K | 0.04% | 401 |
|
|
2025
Q1 | $141K | Sell |
3,019
-5,124
| -63% | -$239K | 0.01% | 649 |
|
|
2024
Q4 | $410K | Buy |
+8,143
| New | +$410K | 0.04% | 402 |
|
|
2024
Q2 | – | Sell |
-350
| Closed | -$15.2K | – | 1794 |
|
|
2024
Q1 | $15.2K | Sell |
350
-1,011
| -74% | -$43.9K | ﹤0.01% | 1145 |
|
|
2023
Q4 | $56.9K | Sell |
1,361
-69
| -5% | -$2.89K | 0.01% | 786 |
|
|
2023
Q3 | $48K | Buy |
+1,430
| New | +$48K | 0.01% | 813 |
|
|
2023
Q2 | – | Sell |
-1,310
| Closed | -$46.5K | – | 1725 |
|
|
2023
Q1 | $46.5K | Buy |
+1,310
| New | +$46.5K | 0.01% | 764 |
|
|
2018
Q4 | – | Sell |
-4,210
| Closed | -$206K | – | 228 |
|
|
2018
Q3 | $206K | Buy |
+4,210
| New | +$206K | 0.11% | 206 |
|