Transcend Capital Advisors’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 | $762K | Hold |
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|
2025
Q2 | $718K | Hold |
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|
2025
Q1 | $676K | Hold |
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|
2024
Q4 | $730K | Hold |
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|
2024
Q3 | $689K | Hold |
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|
2024
Q2 | $601K | Sell |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $491K | Hold |
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|
2023
Q2 | $494K | Hold |
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|
2023
Q1 | $523K | Sell |
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|
2022
Q4 | $740K | Buy |
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|
2022
Q3 | $692K | Hold |
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|
2022
Q2 | $715K | Hold |
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|
2022
Q1 | $854K | Hold |
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|
2021
Q4 | $896K | Hold |
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|
2021
Q3 | $951K | Hold |
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|
2021
Q2 | $834K | Hold |
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|
2021
Q1 | $822K | Hold |
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|
2020
Q4 | $657K | Hold |
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|
2020
Q3 | $475K | Hold |
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|
2020
Q2 | $490K | Hold |
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|
2020
Q1 | $419K | Hold |
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|
2019
Q4 | $739K | Buy |
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