Sage Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$551K	Buy	10,242 +44	+0.4%	+$2.5K	0.04%	75
2025 Q4	$562K	Buy	10,198 +91	+0.9%	+$4.73K	0.04%	70
2025 Q3	$531K	Buy	10,107 +65	+0.6%	+$3.39K	0.04%	67
2025 Q2	$498K	Buy	10,042 +71	+0.7%	+$3.23K	0.04%	69
2025 Q1	$465K	Buy	9,971 +48	+0.5%	+$2.41K	0.04%	76
2024 Q4	$500K	Buy	9,923 +69	+0.7%	+$3.56K	0.04%	69
2024 Q3	$468K	Buy	9,854 +80	+0.8%	+$3.68K	0.04%	73
2024 Q2	$405K	Buy	9,774 +72	+0.7%	+$2.98K	0.04%	76
2024 Q1	$421K	Buy	9,702 +59	+0.6%	+$2.42K	0.04%	76
2023 Q4	$403K	Buy	9,643 +219	+2%	+$7.86K	0.04%	76
2023 Q3	$317K	Hold	9,424	–	–	0.04%	79
2023 Q2	$319K	Buy	+9,424	New	+$317K	0.03%	79