Toth Financial Advisory’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $67.2K | Hold |
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|
2025
Q2 | $63.4K | Hold |
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|
2025
Q1 | $59.7K | Hold |
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|
2024
Q4 | $64.5K | Hold |
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|
2024
Q3 | $60.9K | Hold |
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|
2024
Q2 | $53.1K | Hold |
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|
2024
Q1 | $55.5K | Hold |
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|
2023
Q4 | $53.6K | Sell |
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|
2023
Q3 | $49.1K | Sell |
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|
2023
Q2 | $50.1K | Hold |
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|
2023
Q1 | $53K | Sell |
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|
2022
Q4 | $71K | Sell |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $94K | Hold |
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|
2021
Q4 | $98K | Sell |
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|
2021
Q3 | $97K | Buy |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $72K | Hold |
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|
2020
Q3 | $52K | Sell |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $86K | Hold |
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|
2019
Q3 | $79K | Hold |
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|
2019
Q2 | $78K | Hold |
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|
2019
Q1 | $73K | Hold |
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|
2018
Q4 | $67K | Hold |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $83K | Hold |
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|
2018
Q1 | $85K | Hold |
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|
2017
Q4 | $83K | Buy |
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