ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Sovereign Financial Group, Inc.'s Holding History (CIK: 0001846175)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 20,066 Value ($000) $2,473 Avg Close — Range —
Q3 2025
Shares 20,465 Value ($000) $2,470 Avg Close — Range —
Q2 2025
Shares 24,008 Value ($000) $2,643 Avg Close — Range —
Q1 2025
Shares 24,143 Value ($000) $2,241 Avg Close — Range —
Q4 2024
Shares 25,079 Value ($000) $2,546 Avg Close — Range —
Q3 2024
Shares 25,546 Value ($000) $2,446 Avg Close — Range —
Q2 2024
Shares 26,706 Value ($000) $2,471 Avg Close — Range —
Q1 2024
Shares 12,315 Value ($000) $1,040 Avg Close — Range —
Q4 2023
Shares 4,823 Value ($000) $362 Avg Close — Range —
Q3 2023
Shares 5,331 Value ($000) $365 Avg Close — Range —