ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 7,761 Value ($000) $2,149 Avg Close — Range —
Q3 2025
Shares 8,092 Value ($000) $2,214 Avg Close — Range —
Q2 2025
Shares 7,679 Value ($000) $1,893 Avg Close — Range —
Q1 2025
Shares 8,012 Value ($000) $1,690 Avg Close — Range —
Q4 2024
Shares 7,572 Value ($000) $1,781 Avg Close — Range —
Q3 2024
Shares 7,036 Value ($000) $1,548 Avg Close — Range —
Q2 2024
Shares 4,883 Value ($000) $1,048 Avg Close — Range —
Q1 2024
Shares 4,084 Value ($000) $797 Avg Close — Range —
Q4 2023
Shares 3,777 Value ($000) $662 Avg Close — Range —
Q3 2023
Shares 2,904 Value ($000) $447 Avg Close — Range —
Q2 2023
Shares 2,381 Value ($000) $378 Avg Close — Range —