ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q4 2025
Shares 22,148 Value ($000) $1,057 Avg Close — Range —
Q3 2025
Shares 20,922 Value ($000) $995 Avg Close — Range —
Q2 2025
Shares 20,735 Value ($000) $955 Avg Close — Range —
Q1 2025
Shares 20,140 Value ($000) $884 Avg Close — Range —
Q4 2024
Shares 20,212 Value ($000) $878 Avg Close — Range —
Q3 2024
Shares 18,713 Value ($000) $844 Avg Close — Range —
Q2 2024
Shares 17,616 Value ($000) $758 Avg Close — Range —
Q1 2024
Shares 17,449 Value ($000) $746 Avg Close — Range —
Q4 2023
Shares 17,487 Value ($000) $726 Avg Close — Range —
Q3 2023
Shares 16,853 Value ($000) $656 Avg Close — Range —
Q2 2023
Shares 18,266 Value ($000) $738 Avg Close — Range —
Q1 2023
Shares 18,256 Value ($000) $728 Avg Close — Range —
Q4 2022
Shares 17,152 Value ($000) $652 Avg Close — Range —
Q3 2022
Shares 16,454 Value ($000) $602 Avg Close — Range —
Q2 2022
Shares 17,414 Value ($000) $678 Avg Close — Range —
Q1 2022
Shares 20,108 Value ($000) $864 Avg Close — Range —
Q4 2021
Shares 18,183 Value ($000) $827 Avg Close — Range —
Q3 2021
Shares 14,598 Value ($000) $653 Avg Close — Range —
Q2 2021
Shares 7,820 Value ($000) $341 Avg Close — Range —
Q1 2021
Shares 7,820 Value ($000) $341 Avg Close — Range —