SFG
Sovereign Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Buy |
20,735
+595
| +3% | +$27.4K | 0.2% | 98 |
|
|
2025
Q1 | $884K | Sell |
20,140
-72
| -0.4% | -$3.16K | 0.2% | 95 |
|
|
2024
Q4 | $878K | Buy |
20,212
+1,499
| +8% | +$65.1K | 0.2% | 97 |
|
|
2024
Q3 | $844K | Buy |
18,713
+1,097
| +6% | +$49.5K | 0.2% | 98 |
|
|
2024
Q2 | $758K | Buy |
17,616
+167
| +1% | +$7.18K | 0.19% | 107 |
|
|
2024
Q1 | $746K | Sell |
17,449
-38
| -0.2% | -$1.63K | 0.2% | 103 |
|
|
2023
Q4 | $726K | Buy |
17,487
+634
| +4% | +$26.3K | 0.22% | 83 |
|
|
2023
Q3 | $656K | Sell |
16,853
-1,413
| -8% | -$55K | 0.23% | 93 |
|
|
2023
Q2 | $738K | Buy |
18,266
+10
| +0.1% | +$404 | 0.24% | 99 |
|
|
2023
Q1 | $728K | Buy |
18,256
+1,104
| +6% | +$44K | 0.27% | 88 |
|
|
2022
Q4 | $652K | Buy |
17,152
+698
| +4% | +$26.5K | 0.26% | 101 |
|
|
2022
Q3 | $602K | Sell |
16,454
-960
| -6% | -$35.1K | 0.24% | 93 |
|
|
2022
Q2 | $678K | Sell |
17,414
-2,694
| -13% | -$105K | 0.27% | 89 |
|
|
2022
Q1 | $864K | Buy |
20,108
+1,925
| +11% | +$82.7K | 0.32% | 79 |
|
|
2021
Q4 | $827K | Buy |
18,183
+3,585
| +25% | +$163K | 0.33% | 76 |
|
|
2021
Q3 | $653K | Buy |
14,598
+6,778
| +87% | +$303K | 0.38% | 60 |
|
|
2021
Q2 | $341K | Hold |
7,820
| – | – | 0.21% | 103 |
|
|
2021
Q1 | $341K | Buy |
+7,820
| New | +$341K | 0.21% | 102 |
|