Western 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
Q2 | – | Sell |
-4,456
| Closed | -$208K | – | 733 |
|
|
2025
Q1 | $208K | Sell |
4,456
-350
| -7% | -$16.3K | 0.01% | 642 |
|
|
2024
Q4 | $242K | Sell |
4,806
-35
| -0.7% | -$1.76K | 0.02% | 582 |
|
|
2024
Q3 | $230K | Sell |
4,841
-400
| -8% | -$19K | 0.01% | 677 |
|
|
2024
Q2 | $217K | Sell |
5,241
-200
| -4% | -$8.29K | 0.02% | 604 |
|
|
2024
Q1 | $236K | Sell |
5,441
-580
| -10% | -$25.2K | 0.02% | 579 |
|
|
2023
Q4 | $252K | Buy |
+6,021
| New | +$252K | 0.02% | 599 |
|
|
2023
Q3 | – | Sell |
-5,921
| Closed | -$200K | – | 665 |
|
|
2023
Q2 | $200K | Sell |
5,921
-1,125
| -16% | -$38.1K | 0.02% | 612 |
|
|
2023
Q1 | $252K | Buy |
7,046
+20
| +0.3% | +$716 | 0.02% | 541 |
|
|
2022
Q4 | $335K | Sell |
7,026
-20,040
| -74% | -$955K | 0.03% | 437 |
|
|
2022
Q3 | $1.29M | Buy |
27,066
+44
| +0.2% | +$2.1K | 0.07% | 254 |
|
|
2022
Q2 | $1.33M | Hold |
27,022
| – | – | 0.08% | 251 |
|
|
2022
Q1 | $1.59M | Buy |
+27,022
| New | +$1.59M | 0.08% | 239 |
|