Viewpoint Capital 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
Q2 | $396K | Hold |
7,992
| – | – | 0.19% | 73 |
|
|
2025
Q1 | $373K | Hold |
7,992
| – | – | 0.2% | 78 |
|
|
2024
Q4 | $402K | Hold |
7,992
| – | – | 0.21% | 71 |
|
|
2024
Q3 | $376K | Hold |
7,992
| – | – | 0.21% | 78 |
|
|
2024
Q2 | $331K | Hold |
7,992
| – | – | 0.2% | 77 |
|
|
2024
Q1 | $347K | Hold |
7,992
| – | – | 0.22% | 76 |
|
|
2023
Q4 | $334K | Hold |
7,992
| – | – | 0.23% | 74 |
|
|
2023
Q3 | $269K | Buy |
+7,992
| New | +$269K | 0.21% | 75 |
|
|
2023
Q2 | – | Sell |
-7,992
| Closed | -$286K | – | 125 |
|
|
2023
Q1 | $286K | Hold |
7,992
| – | – | 0.26% | 68 |
|
|
2022
Q4 | $381K | Hold |
7,992
| – | – | 0.37% | 57 |
|
|
2022
Q3 | $382K | Hold |
7,992
| – | – | 0.38% | 56 |
|
|
2022
Q2 | $394K | Hold |
7,992
| – | – | 0.37% | 57 |
|
|
2022
Q1 | $471K | Hold |
7,992
| – | – | 0.36% | 58 |
|
|
2021
Q4 | $494K | Buy |
+7,992
| New | +$494K | 0.36% | 58 |
|