SFG
Sovereign Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
11,099
+924
| +9% | +$101K | 0.25% | 76 |
|
|
2025
Q1 | $1.06M | Sell |
10,175
-134
| -1% | -$14K | 0.25% | 80 |
|
|
2024
Q4 | $1.19M | Buy |
10,309
+375
| +4% | +$43.2K | 0.27% | 73 |
|
|
2024
Q3 | $1.16M | Sell |
9,934
-184
| -2% | -$21.5K | 0.27% | 75 |
|
|
2024
Q2 | $1.08M | Sell |
10,118
-805
| -7% | -$85.9K | 0.27% | 79 |
|
|
2024
Q1 | $1.21M | Sell |
10,923
-117
| -1% | -$12.9K | 0.32% | 62 |
|
|
2023
Q4 | $1.2M | Buy |
11,040
+408
| +4% | +$44.2K | 0.36% | 56 |
|
|
2023
Q3 | $1M | Sell |
10,632
-960
| -8% | -$90.6K | 0.36% | 62 |
|
|
2023
Q2 | $1.16M | Buy |
11,592
+101
| +0.9% | +$10.1K | 0.38% | 62 |
|
|
2023
Q1 | $1.11M | Sell |
11,491
-2,904
| -20% | -$281K | 0.41% | 61 |
|
|
2022
Q4 | $1.36M | Buy |
14,395
+433
| +3% | +$41K | 0.54% | 52 |
|
|
2022
Q3 | $1.22M | Buy |
13,962
+1,815
| +15% | +$158K | 0.49% | 49 |
|
|
2022
Q2 | $1.12M | Sell |
12,147
-2,427
| -17% | -$224K | 0.44% | 57 |
|
|
2022
Q1 | $1.57M | Sell |
14,574
-812
| -5% | -$87.6K | 0.58% | 48 |
|
|
2021
Q4 | $1.76M | Buy |
15,386
+11,985
| +352% | +$1.37M | 0.71% | 36 |
|
|
2021
Q3 | $371K | Sell |
3,401
-412
| -11% | -$44.9K | 0.21% | 109 |
|
|
2021
Q2 | $414K | Hold |
3,813
| – | – | 0.25% | 86 |
|
|
2021
Q1 | $414K | Sell |
3,813
-7
| -0.2% | -$760 | 0.26% | 84 |
|
|
2020
Q4 | $351K | Buy |
+3,820
| New | +$351K | 0.25% | 80 |
|