Wealth Enhancement Advisory Services’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 | $1.34M | Sell |
25,620
-6,275
| -20% | -$329K | ﹤0.01% | 1569 |
|
|
2025
Q1 | $1.49M | Sell |
31,895
-929
| -3% | -$43.3K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $1.65M | Sell |
32,824
-3,255
| -9% | -$164K | ﹤0.01% | 1267 |
|
|
2024
Q3 | $1.72M | Sell |
36,079
-1,424
| -4% | -$67.7K | ﹤0.01% | 1132 |
|
|
2024
Q2 | $1.55M | Sell |
37,503
-1,044
| -3% | -$43.3K | ﹤0.01% | 1093 |
|
|
2024
Q1 | $1.67M | Sell |
38,547
-342
| -0.9% | -$14.8K | ﹤0.01% | 1015 |
|
|
2023
Q4 | $1.63M | Sell |
38,889
-8,031
| -17% | -$336K | ﹤0.01% | 972 |
|
|
2023
Q3 | $1.58M | Buy |
+46,920
| New | +$1.58M | 0.01% | 939 |
|