SFG
Sovereign Financial Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Sell |
5,619
-511
| -8% | -$88.5K | 0.2% | 96 |
|
|
2025
Q1 | $861K | Sell |
6,130
-192
| -3% | -$27K | 0.2% | 99 |
|
|
2024
Q4 | $1.01M | Sell |
6,322
-551
| -8% | -$87.9K | 0.23% | 83 |
|
|
2024
Q3 | $1.04M | Sell |
6,873
-504
| -7% | -$76.4K | 0.24% | 80 |
|
|
2024
Q2 | $1.11M | Buy |
7,377
+1,764
| +31% | +$265K | 0.28% | 74 |
|
|
2024
Q1 | $758K | Buy |
5,613
+182
| +3% | +$24.6K | 0.2% | 100 |
|
|
2023
Q4 | $667K | Buy |
5,431
+567
| +12% | +$69.6K | 0.2% | 95 |
|
|
2023
Q3 | $510K | Sell |
4,864
-5,478
| -53% | -$575K | 0.18% | 118 |
|
|
2023
Q2 | $1.13M | Buy |
10,342
+1,422
| +16% | +$155K | 0.37% | 65 |
|
|
2023
Q1 | $828K | Buy |
8,920
+2,140
| +32% | +$199K | 0.31% | 84 |
|
|
2022
Q4 | $505K | Buy |
+6,780
| New | +$505K | 0.2% | 121 |
|