Sequoia Financial Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Sequoia Financial 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	$204K	Buy	+3,276	New	+$190K	﹤0.01%	1976

Other funds holding IAT

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

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

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cordoba Advisory Partners New York $472M AUM

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Sequoia Financial Advisors's IAT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 3,276 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1976 among its holdings.

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

Sequoia Financial Advisors held 3,276 shares of iShares US Regional Banks ETF worth $204K as of Q2 2026.
iShares US Regional Banks ETF was a new Sequoia Financial Advisors position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1976 holding.
36 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.