Venturi Wealth Management’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 |
-260
| Closed | -$13.1K | – | 1160 |
|
|
2024
Q4 | $13.1K | Buy |
+260
| New | +$13.1K | ﹤0.01% | 1361 |
|
|
2024
Q1 | – | Sell |
-174
| Closed | -$7.28K | – | 1401 |
|
|
2023
Q4 | $7.28K | Sell |
174
-10,331
| -98% | -$432K | ﹤0.01% | 942 |
|
|
2023
Q3 | $353K | Sell |
10,505
-602
| -5% | -$20.2K | 0.03% | 270 |
|
|
2023
Q2 | $376K | Buy |
+11,107
| New | +$376K | 0.03% | 241 |
|