The Family Firm’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 | $1.66M | Buy |
33,536
+3,381
| +11% | +$168K | 0.4% | 60 |
|
|
2025
Q1 | $1.41M | Buy |
30,155
+925
| +3% | +$43.1K | 0.31% | 66 |
|
|
2024
Q4 | $1.47M | Sell |
29,230
-1,698
| -5% | -$85.5K | 0.33% | 61 |
|
|
2024
Q3 | $1.47M | Sell |
30,928
-1,017
| -3% | -$48.3K | 0.32% | 63 |
|
|
2024
Q2 | $1.32M | Sell |
31,945
-820
| -3% | -$34K | 0.3% | 63 |
|
|
2024
Q1 | $1.42M | Sell |
32,765
-283
| -0.9% | -$12.3K | 0.35% | 61 |
|
|
2023
Q4 | $1.38M | Buy |
33,048
+5,341
| +19% | +$223K | 0.36% | 60 |
|
|
2023
Q3 | $931K | Sell |
27,707
-3,831
| -12% | -$129K | 0.26% | 68 |
|
|
2023
Q2 | $1.07M | Buy |
31,538
+5,631
| +22% | +$191K | 0.28% | 69 |
|
|
2023
Q1 | $927K | Buy |
25,907
+7,420
| +40% | +$266K | 0.26% | 72 |
|
|
2022
Q4 | $881K | Buy |
18,487
+347
| +2% | +$16.5K | 0.26% | 75 |
|
|
2022
Q3 | $866K | Sell |
18,140
-1,503
| -8% | -$71.8K | 0.28% | 71 |
|
|
2022
Q2 | $968K | Buy |
19,643
+414
| +2% | +$20.4K | 0.29% | 69 |
|
|
2022
Q1 | $1.13M | Buy |
19,229
+80
| +0.4% | +$4.71K | 0.3% | 67 |
|
|
2021
Q4 | $1.18M | Buy |
19,149
+129
| +0.7% | +$7.97K | 0.31% | 65 |
|
|
2021
Q3 | $1.25M | Sell |
19,020
-623
| -3% | -$40.8K | 0.33% | 61 |
|
|
2021
Q2 | $1.13M | Sell |
19,643
-493
| -2% | -$28.4K | 0.31% | 65 |
|
|
2021
Q1 | $1.14M | Buy |
20,136
+5
| +0% | +$283 | 0.33% | 58 |
|
|
2020
Q4 | $1M | Buy |
20,131
+3,166
| +19% | +$158K | 0.3% | 60 |
|
|
2020
Q3 | $555K | Buy |
16,965
+637
| +4% | +$20.8K | 0.2% | 78 |
|
|
2020
Q2 | $552K | Buy |
16,328
+4,461
| +38% | +$151K | 0.21% | 73 |
|
|
2020
Q1 | $343K | Buy |
11,867
+4,271
| +56% | +$123K | 0.15% | 94 |
|
|
2019
Q4 | $387K | Buy |
7,596
+117
| +2% | +$5.96K | 0.13% | 103 |
|
|
2019
Q3 | $348K | Buy |
7,479
+563
| +8% | +$26.2K | 0.12% | 101 |
|
|
2019
Q2 | $317K | Sell |
6,916
-387
| -5% | -$17.7K | 0.11% | 109 |
|
|
2019
Q1 | $317K | Buy |
7,303
+1,646
| +29% | +$71.4K | 0.12% | 108 |
|
|
2018
Q4 | $225K | Buy |
+5,657
| New | +$225K | 0.09% | 122 |
|