Winthrop 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	$5K	Hold	95	–	–	﹤0.01%	242
2025 Q1	$4K	Sell	95 -153	-62%	-$6.44K	﹤0.01%	226
2024 Q4	$12K	Buy	+248	New	+$12K	﹤0.01%	217
2024 Q1	–	Sell	-4,271	Closed	-$179K	–	200
2023 Q4	$179K	Buy	+4,271	New	+$179K	0.06%	123