SFG
Sovereign Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
24,008
-135
| -0.6% | -$14.9K | 0.54% | 30 |
|
|
2025
Q1 | $2.24M | Sell |
24,143
-936
| -4% | -$86.9K | 0.52% | 33 |
|
|
2024
Q4 | $2.55M | Sell |
25,079
-467
| -2% | -$47.4K | 0.58% | 31 |
|
|
2024
Q3 | $2.45M | Sell |
25,546
-1,160
| -4% | -$111K | 0.57% | 32 |
|
|
2024
Q2 | $2.47M | Buy |
26,706
+14,391
| +117% | +$1.33M | 0.62% | 29 |
|
|
2024
Q1 | $1.04M | Buy |
12,315
+7,492
| +155% | +$633K | 0.28% | 74 |
|
|
2023
Q4 | $362K | Sell |
4,823
-508
| -10% | -$38.1K | 0.11% | 168 |
|
|
2023
Q3 | $365K | Buy |
+5,331
| New | +$365K | 0.13% | 152 |
|