ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 16,595 Value ($000) $2,787 Avg Close — Range —
Q3 2025
Shares 16,846 Value ($000) $2,772 Avg Close — Range —
Q2 2025
Shares 17,086 Value ($000) $2,570 Avg Close — Range —
Q1 2025
Shares 15,277 Value ($000) $1,941 Avg Close — Range —
Q4 2024
Shares 15,301 Value ($000) $2,132 Avg Close — Range —
Q3 2024
Shares 15,636 Value ($000) $2,062 Avg Close — Range —
Q2 2024
Shares 17,095 Value ($000) $2,179 Avg Close — Range —
Q1 2024
Shares 17,133 Value ($000) $2,008 Avg Close — Range —
Q4 2023
Shares 17,151 Value ($000) $1,785 Avg Close — Range —
Q3 2023
Shares 15,768 Value ($000) $1,495 Avg Close — Range —
Q2 2023
Shares 15,597 Value ($000) $1,523 Avg Close — Range —
Q1 2023
Shares 15,887 Value ($000) $1,410 Avg Close — Range —
Q4 2022
Shares 22,616 Value ($000) $1,844 Avg Close — Range —
Q3 2022
Shares 14,842 Value ($000) $1,190 Avg Close — Range —
Q2 2022
Shares 15,242 Value ($000) $1,276 Avg Close — Range —
Q1 2022
Shares 14,352 Value ($000) $1,516 Avg Close — Range —
Q4 2021
Shares 16,526 Value ($000) $1,911 Avg Close — Range —
Q3 2021
Shares 17,654 Value ($000) $1,808 Avg Close — Range —
Q2 2021
Shares 18,169 Value ($000) $1,650 Avg Close — Range —
Q1 2021
Shares 18,169 Value ($000) $1,650 Avg Close — Range —
Q4 2020
Shares 17,839 Value ($000) $1,582 Avg Close — Range —