ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 4,143 Value ($000) $1,020 Avg Close — Range —
Q3 2025
Shares 4,809 Value ($000) $1,164 Avg Close — Range —
Q2 2025
Shares 2,037 Value ($000) $440 Avg Close — Range —
Q1 2025
Shares 1,979 Value ($000) $395 Avg Close — Range —
Q4 2024
Shares 1,647 Value ($000) $364 Avg Close — Range —
Q3 2024
Shares 1,647 Value ($000) $364 Avg Close — Range —
Q2 2024
Shares 1,647 Value ($000) $334 Avg Close — Range —
Q1 2024
Shares 1,738 Value ($000) $366 Avg Close — Range —
Q4 2023
Shares 3,536 Value ($000) $710 Avg Close — Range —
Q3 2023
Shares 1,951 Value ($000) $345 Avg Close — Range —
Q2 2023
Shares 2,335 Value ($000) $437 Avg Close — Range —
Q1 2023
Shares 1,917 Value ($000) $342 Avg Close — Range —
Q4 2022
Shares 2,550 Value ($000) $445 Avg Close — Range —
Q3 2022
Shares 1,797 Value ($000) $296 Avg Close — Range —
Q2 2022
Shares 2,014 Value ($000) $341 Avg Close — Range —
Q1 2022
Shares 2,379 Value ($000) $488 Avg Close — Range —
Q4 2021
Shares 2,114 Value ($000) $470 Avg Close — Range —
Q3 2021
Shares 1,345 Value ($000) $294 Avg Close — Range —
Q2 2021
Shares 1,558 Value ($000) $344 Avg Close — Range —
Q1 2021
Shares 1,558 Value ($000) $344 Avg Close — Range —
Q4 2020
Shares 1,418 Value ($000) $278 Avg Close — Range —