Sand Hill Global Advisors’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
$203K Buy
+4,090
New +$203K 0.01% 195
2025
Q1
Sell
-4,090
Closed -$206K 203
2024
Q4
$206K Buy
+4,090
New +$206K 0.01% 186
2019
Q1
Sell
-11,335
Closed -$452K 107
2018
Q4
$452K Buy
+11,335
New +$452K 0.05% 80