Transcendent Capital Group’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
Q1 | – | Sell |
-1,297
| Closed | -$65.3K | – | 223 |
|
|
2024
Q4 | $65.3K | Sell |
1,297
-92
| -7% | -$4.63K | 0.03% | 165 |
|
|
2024
Q3 | $66K | Buy |
1,389
+35
| +3% | +$1.66K | 0.03% | 183 |
|
|
2024
Q2 | $56.1K | Buy |
1,354
+23
| +2% | +$953 | 0.03% | 182 |
|
|
2024
Q1 | $57.7K | Buy |
1,331
+9
| +0.7% | +$390 | 0.03% | 176 |
|
|
2023
Q4 | $55.3K | Buy |
+1,322
| New | +$55.3K | 0.04% | 142 |
|