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

Sage Financial Group’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	–	Sell	-10,242	Closed	-$551K	–	112
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

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Sage Financial Group's IAT Position: Q2 2026 in Review

Sage Financial Group sold out of iShares US Regional Banks ETF (IAT) in Q2 2026, closing a stake of 10,242 shares — an estimated $551K sold.

Sage Financial Group first reported a position in IAT in Q2 2023 and held it in 12 quarters. The position peaked at $562K in Q4 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Sage Financial Group reported no remaining iShares US Regional Banks ETF position as of Q2 2026 after selling out during the quarter.
Sage Financial Group sold 10,242 iShares US Regional Banks ETF shares in Q2 2026, an estimated $551K.
Sage Financial Group first reported a position in iShares US Regional Banks ETF in Q2 2023 and held it in 12 quarters.
Sage Financial Group's iShares US Regional Banks ETF position peaked at $562K in Q4 2025.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.