SFG
Sovereign Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Sell |
2,001
-65
| -3% | -$27.6K | 0.18% | 111 |
|
|
2025
Q1 | $746K | Sell |
2,066
-72
| -3% | -$26K | 0.17% | 111 |
|
|
2024
Q4 | $859K | Hold |
2,138
| – | – | 0.2% | 100 |
|
|
2024
Q3 | $803K | Sell |
2,138
-6
| -0.3% | -$2.25K | 0.19% | 106 |
|
|
2024
Q2 | $782K | Sell |
2,144
-25
| -1% | -$9.11K | 0.19% | 102 |
|
|
2024
Q1 | $731K | Hold |
2,169
| – | – | 0.19% | 107 |
|
|
2023
Q4 | $658K | Sell |
2,169
-168
| -7% | -$50.9K | 0.2% | 97 |
|
|
2023
Q3 | $622K | Hold |
2,337
| – | – | 0.22% | 95 |
|
|
2023
Q2 | $643K | Buy |
2,337
+217
| +10% | +$59.7K | 0.21% | 112 |
|
|
2023
Q1 | $518K | Buy |
2,120
+17
| +0.8% | +$4.15K | 0.19% | 126 |
|
|
2022
Q4 | $451K | Buy |
2,103
+226
| +12% | +$48.4K | 0.18% | 132 |
|
|
2022
Q3 | $395K | Hold |
1,877
| – | – | 0.16% | 127 |
|
|
2022
Q2 | $410K | Buy |
1,877
+65
| +4% | +$14.2K | 0.16% | 126 |
|
|
2022
Q1 | $503K | Buy |
1,812
+6
| +0.3% | +$1.67K | 0.19% | 115 |
|
|
2021
Q4 | $552K | Buy |
+1,806
| New | +$552K | 0.22% | 107 |
|