SCM
IAT icon

Sage Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Sage Capital Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Buy
+3,311
New +$192K 0.08% 148

Other funds holding IAT

MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Sage Capital Management's IAT Position: Q2 2026 in Review

Sage Capital Management opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 3,311 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #148 among its holdings.

55 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Sage Capital Management held 3,311 shares of iShares US Regional Banks ETF worth $206K as of Q2 2026.
  • iShares US Regional Banks ETF was a new Sage Capital Management position in Q2 2026.
  • iShares US Regional Banks ETF made up 0.08% of Sage Capital Management's portfolio in Q2 2026, its #148 holding.
  • 55 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.