Sovereign Financial Group’s iShares S&P 100 ETF OEF Stock Holding History

Sovereign Financial Group’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Buy
2025 Q1	$896K	Buy
2024 Q4	$300K	Buy
2024 Q3	$287K	Buy
2024 Q2	$273K	Buy
2024 Q1	$254K	Sell
2023 Q4	$594K	Buy