William Blair & Company’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 | $77.6K | Buy |
1,567
+290
| +23% | +$14.4K | ﹤0.01% | 1555 |
|
|
2025
Q1 | $59.5K | Hold |
1,277
| – | – | ﹤0.01% | 1565 |
|
|
2024
Q4 | $64.3K | Sell |
1,277
-500
| -28% | -$25.2K | ﹤0.01% | 1577 |
|
|
2024
Q3 | $84.5K | Buy |
1,777
+496
| +39% | +$23.6K | ﹤0.01% | 1560 |
|
|
2024
Q2 | $53.1K | Buy |
1,281
+377
| +42% | +$15.6K | ﹤0.01% | 1591 |
|
|
2024
Q1 | $39.2K | Sell |
904
-800
| -47% | -$34.7K | ﹤0.01% | 1626 |
|
|
2023
Q4 | $71.3K | Hold |
1,704
| – | – | ﹤0.01% | 1546 |
|
|
2023
Q3 | $57.3K | Hold |
1,704
| – | – | ﹤0.01% | 1571 |
|
|
2023
Q2 | $57.7K | Hold |
1,704
| – | – | ﹤0.01% | 1576 |
|
|
2023
Q1 | $61K | Buy |
1,704
+800
| +88% | +$28.6K | ﹤0.01% | 1561 |
|
|
2022
Q4 | $43.1K | Sell |
904
-66
| -7% | -$3.14K | ﹤0.01% | 1592 |
|
|
2022
Q3 | $46K | Sell |
970
-70
| -7% | -$3.32K | ﹤0.01% | 1604 |
|
|
2022
Q2 | $51K | Sell |
1,040
-3
| -0.3% | -$147 | ﹤0.01% | 1627 |
|
|
2022
Q1 | $61K | Buy |
1,043
+52
| +5% | +$3.04K | ﹤0.01% | 1684 |
|
|
2021
Q4 | $61K | Buy |
991
+91
| +10% | +$5.6K | ﹤0.01% | 1751 |
|
|
2021
Q3 | $55K | Hold |
900
| – | – | ﹤0.01% | 1677 |
|
|
2021
Q2 | $52K | Hold |
900
| – | – | ﹤0.01% | 1691 |
|
|
2021
Q1 | $51K | Sell |
900
-150
| -14% | -$8.5K | ﹤0.01% | 1660 |
|
|
2020
Q4 | $48K | Hold |
1,050
| – | – | ﹤0.01% | 1634 |
|
|
2020
Q3 | $34K | Hold |
1,050
| – | – | ﹤0.01% | 1536 |
|
|
2020
Q2 | $36K | Sell |
1,050
-3,756
| -78% | -$129K | ﹤0.01% | 1477 |
|
|
2020
Q1 | $139K | Sell |
4,806
-1,148
| -19% | -$33.2K | ﹤0.01% | 1254 |
|
|
2019
Q4 | $303K | Hold |
5,954
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q3 | $277K | Sell |
5,954
-3,500
| -37% | -$163K | ﹤0.01% | 1152 |
|
|
2019
Q2 | $434K | Buy |
9,454
+2,400
| +34% | +$110K | ﹤0.01% | 1034 |
|
|
2019
Q1 | $306K | Buy |
7,054
+308
| +5% | +$13.4K | ﹤0.01% | 1142 |
|
|
2018
Q4 | $269K | Sell |
6,746
-6,033
| -47% | -$241K | ﹤0.01% | 1118 |
|
|
2018
Q3 | $626K | Hold |
12,779
| – | – | ﹤0.01% | 881 |
|
|
2018
Q2 | $628K | Buy |
12,779
+10,578
| +481% | +$520K | ﹤0.01% | 869 |
|
|
2018
Q1 | $111K | Buy |
+2,201
| New | +$111K | ﹤0.01% | 1256 |
|