FFA
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Founders Financial Alliance’s iShares US Regional Banks ETF IAT Stock Holding History

Founders Financial Alliance’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 		$24.6K Sell
396
-53
-12% -$3.08K ﹤0.01% 620
2026
Q1 		$24.2K Sell
449
-93
-17% -$5.28K ﹤0.01% 564
2025
Q4 		$29.9K Buy
542
+4
+0.7% +$208 0.01% 458
2025
Q3 		$28.3K Buy
538
+3
+0.6% +$156 0.01% 540
2025
Q2 		$26.5K Buy
535
+3
+0.6% +$137 0.01% 420
2025
Q1 		$24.8K Buy
532
+2
+0.4% +$100 0.01% 483
2024
Q4 		$26.7K Buy
530
+4
+0.8% +$207 0.01% 424
2024
Q3 		$25K Buy
526
+3
+0.6% +$138 0.01% 437
2024
Q2 		$21.7K Buy
523
+4
+0.8% +$165 0.01% 434
2024
Q1 		$22.5K Buy
519
+2
+0.4% +$82 0.01% 434
2023
Q4 		$21.6K Buy
517
+10
+2% +$359 0.01% 396
2023
Q3 		$17K Sell
507
-87
-15% -$3.13K 0.01% 392
2023
Q2 		$20.1K Sell
594
-266
-31% -$8.94K 0.01% 413
2023
Q1 		$30.8K Sell
860
-1,247
-59% -$58.3K 0.02% 344
2022
Q4 		$100K Sell
2,107
-9
-0.4% -$442 0.05% 263
2022
Q3 		$101K Sell
2,116
-13
-0.6% -$675 0.05% 256
2022
Q2 		$105K Sell
2,129
-265
-11% -$14.1K 0.05% 258
2022
Q1 		$141K Buy
2,394
+497
+26% +$31.5K 0.06% 241
2021
Q4 		$117K Buy
1,897
+325
+21% +$20.5K 0.05% 286
2021
Q3 		$95K Buy
1,572
+350
+29% +$20.1K 0.04% 281
2021
Q2 		$70K Buy
1,222
+2
+0.2% +$119 0.03% 320
2021
Q1 		$73K Buy
+1,220
New +$64.6K 0.04% 301

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Founders Financial Alliance's IAT Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares US Regional Banks ETF (IAT) stake by 12% in Q2 2026, selling an estimated $3.08K and leaving 396 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Founders Financial Alliance first reported a position in IAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $141K in Q1 2022. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Founders Financial Alliance held 396 shares of iShares US Regional Banks ETF worth $24.6K as of Q2 2026.
  • Founders Financial Alliance sold 53 iShares US Regional Banks ETF shares in Q2 2026, an estimated $3.08K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #620 holding.
  • Founders Financial Alliance first reported a position in iShares US Regional Banks ETF in Q1 2021 and has held it in 22 quarters since.
  • Founders Financial Alliance's iShares US Regional Banks ETF position peaked at $141K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.