Toth Financial Advisory’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 | $63.4K | Hold |
1,280
| – | – | 0.01% | 281 |
|
|
2025
Q1 | $59.7K | Hold |
1,280
| – | – | 0.01% | 274 |
|
|
2024
Q4 | $64.5K | Hold |
1,280
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $60.9K | Hold |
1,280
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $53.1K | Hold |
1,280
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $55.5K | Hold |
1,280
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $53.6K | Sell |
1,280
-180
| -12% | -$7.53K | 0.01% | 287 |
|
|
2023
Q3 | $49.1K | Sell |
1,460
-20
| -1% | -$672 | 0.01% | 275 |
|
|
2023
Q2 | $50.1K | Hold |
1,480
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $53K | Sell |
1,480
-10
| -0.7% | -$358 | 0.01% | 269 |
|
|
2022
Q4 | $71K | Sell |
1,490
-100
| -6% | -$4.76K | 0.01% | 248 |
|
|
2022
Q3 | $76K | Hold |
1,590
| – | – | 0.01% | 235 |
|
|
2022
Q2 | $78K | Hold |
1,590
| – | – | 0.01% | 232 |
|
|
2022
Q1 | $94K | Hold |
1,590
| – | – | 0.01% | 231 |
|
|
2021
Q4 | $98K | Sell |
1,590
-18
| -1% | -$1.11K | 0.01% | 238 |
|
|
2021
Q3 | $97K | Buy |
1,608
+18
| +1% | +$1.09K | 0.01% | 242 |
|
|
2021
Q2 | $91K | Hold |
1,590
| – | – | 0.01% | 228 |
|
|
2021
Q1 | $90K | Hold |
1,590
| – | – | 0.01% | 235 |
|
|
2020
Q4 | $72K | Hold |
1,590
| – | – | 0.01% | 235 |
|
|
2020
Q3 | $52K | Sell |
1,590
-100
| -6% | -$3.27K | 0.01% | 241 |
|
|
2020
Q2 | $57K | Hold |
1,690
| – | – | 0.01% | 217 |
|
|
2020
Q1 | $49K | Hold |
1,690
| – | – | 0.01% | 179 |
|
|
2019
Q4 | $86K | Hold |
1,690
| – | – | 0.02% | 184 |
|
|
2019
Q3 | $79K | Hold |
1,690
| – | – | 0.02% | 200 |
|
|
2019
Q2 | $78K | Hold |
1,690
| – | – | 0.02% | 198 |
|
|
2019
Q1 | $73K | Hold |
1,690
| – | – | 0.02% | 190 |
|
|
2018
Q4 | $67K | Hold |
1,690
| – | – | 0.02% | 167 |
|
|
2018
Q3 | $83K | Hold |
1,690
| – | – | 0.02% | 186 |
|
|
2018
Q2 | $83K | Hold |
1,690
| – | – | 0.02% | 184 |
|
|
2018
Q1 | $85K | Hold |
1,690
| – | – | 0.02% | 176 |
|
|
2017
Q4 | $83K | Buy |
+1,690
| New | +$83K | 0.02% | 179 |
|