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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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