Sand Hill Global Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Sand Hill Global Advisors’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	$254K	Hold	4,090	–	–	0.01%	198
2026 Q1	$220K	Hold	4,090	–	–	0.01%	193
2025 Q4	$226K	Hold	4,090	–	–	0.01%	191
2025 Q3	$215K	Hold	4,090	–	–	0.01%	190
2025 Q2	$203K	Buy	+4,090	New	+$186K	0.01%	195
2025 Q1	–	Sell	-4,090	Closed	-$206K	–	203
2024 Q4	$206K	Buy	+4,090	New	+$211K	0.01%	186
2019 Q1	–	Sell	-11,335	Closed	-$452K	–	107
2018 Q4	$452K	Buy	+11,335	New	+$513K	0.05%	80

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

Sand Hill Global Advisors's IAT Position: Q2 2026 in Review

Sand Hill Global Advisors held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 4,090 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #198.

Sand Hill Global Advisors first reported a position in IAT in Q4 2018 and has held it in 7 quarters since. The position peaked at $452K in Q4 2018. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Sand Hill Global Advisors held 4,090 shares of iShares US Regional Banks ETF worth $254K as of Q2 2026.
Sand Hill Global Advisors left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #198 holding.
Sand Hill Global Advisors first reported a position in iShares US Regional Banks ETF in Q4 2018 and has held it in 7 quarters since.
Sand Hill Global Advisors's iShares US Regional Banks ETF position peaked at $452K in Q4 2018.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.