SFG
Sovereign Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
8,069
-30
| -0.4% | -$5.86K | 0.33% | 61 |
|
|
2025
Q1 | $1.54M | Buy |
8,099
+1,999
| +33% | +$381K | 0.36% | 56 |
|
|
2024
Q4 | $1.16M | Sell |
6,100
-154
| -2% | -$29.4K | 0.27% | 75 |
|
|
2024
Q3 | $1.23M | Sell |
6,254
-83
| -1% | -$16.4K | 0.29% | 70 |
|
|
2024
Q2 | $1.15M | Buy |
6,337
+1,758
| +38% | +$320K | 0.29% | 71 |
|
|
2024
Q1 | $855K | Buy |
+4,579
| New | +$855K | 0.23% | 87 |
|