SFG
Sovereign Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
17,086
+1,809
| +12% | +$272K | 0.53% | 31 |
|
|
2025
Q1 | $1.94M | Sell |
15,277
-24
| -0.2% | -$3.05K | 0.45% | 40 |
|
|
2024
Q4 | $2.13M | Sell |
15,301
-335
| -2% | -$46.7K | 0.49% | 33 |
|
|
2024
Q3 | $2.06M | Sell |
15,636
-1,459
| -9% | -$192K | 0.48% | 35 |
|
|
2024
Q2 | $2.18M | Sell |
17,095
-38
| -0.2% | -$4.84K | 0.54% | 32 |
|
|
2024
Q1 | $2.01M | Sell |
17,133
-18
| -0.1% | -$2.11K | 0.53% | 33 |
|
|
2023
Q4 | $1.79M | Buy |
17,151
+1,383
| +9% | +$144K | 0.54% | 31 |
|
|
2023
Q3 | $1.5M | Buy |
15,768
+171
| +1% | +$16.2K | 0.53% | 39 |
|
|
2023
Q2 | $1.52M | Sell |
15,597
-290
| -2% | -$28.3K | 0.5% | 46 |
|
|
2023
Q1 | $1.41M | Sell |
15,887
-6,729
| -30% | -$597K | 0.52% | 45 |
|
|
2022
Q4 | $1.84M | Buy |
22,616
+7,774
| +52% | +$634K | 0.73% | 35 |
|
|
2022
Q3 | $1.19M | Sell |
14,842
-400
| -3% | -$32.1K | 0.48% | 52 |
|
|
2022
Q2 | $1.28M | Buy |
15,242
+890
| +6% | +$74.5K | 0.5% | 51 |
|
|
2022
Q1 | $1.52M | Sell |
14,352
-2,174
| -13% | -$230K | 0.56% | 51 |
|
|
2021
Q4 | $1.91M | Sell |
16,526
-1,128
| -6% | -$130K | 0.77% | 29 |
|
|
2021
Q3 | $1.81M | Sell |
17,654
-515
| -3% | -$52.7K | 1.04% | 19 |
|
|
2021
Q2 | $1.65M | Hold |
18,169
| – | – | 1% | 22 |
|
|
2021
Q1 | $1.65M | Buy |
18,169
+330
| +2% | +$30K | 1.03% | 21 |
|
|
2020
Q4 | $1.58M | Buy |
+17,839
| New | +$1.58M | 1.14% | 20 |
|