Sofi Wealth, LLC Incresed Positions in Q2 2025

Sofi Wealth, LLC

  • $1.35 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
77.8K
+ 4.19%
$82.96 - $110.1 $6.46M - $8.57M
1.93M $213M
IVV
Ishares Core S&P 500 ETF

ETFs
19.6K
+ 6.11%
$498.8 - $620.9 $9.77M - $12.2M
340K $211M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
109K
+ 4.44%
$43.53 - $54.46 $4.72M - $5.91M
2.55M $139M
IYW
Ishares Dj Us Tech ETF

ETFs
14.8K
+ 3.64%
$122.57 - $173.27 $1.81M - $2.56M
420K $72.8M
IVE
Ishares S&P 500 Value ETF

ETFs
54.7K
+ 6.09%
$168.34 - $195.42 $9.2M - $10.7M
952K $186M
VEA
Vanguard Ftse Developed Market

ETFs
18.8K
+ 1.24%
$45.65 - $57.01 $858K - $1.07M
1.54M $87.6M
EFG
Msci Eafe Growth ETF

ETFs
25.5K
+ 5.98%
$89.8 - $112.0 $2.29M - $2.86M
452K $50.6M
EFV
Msci Eafe Value ETF

ETFs
52.1K
+ 5.63%
$52.4 - $64.65 $2.73M - $3.37M
976K $62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40.7K
+ 3.63%
$39.89 - $49.46 $1.62M - $2.01M
1.16M $57.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.5K
+ 4.79%
$50.08 - $63.14 $1.02M - $1.29M
447K $28.2M
MUB
Ishares National Muni Bond ETF

ETFs
36.9K
+ 5.95%
$102.31 - $105.8 $3.78M - $3.91M
658K $68.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
30.1K
+ 7.05%
$32.11 - $38.21 $968K - $1.15M
458K $17.4M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
22.7K
+ 67.74%
$53.69 - $67.27 $1.22M - $1.53M
56.3K $3.79M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
34.1K
+ 6.24%
$45.2 - $46.6 $1.54M - $1.59M
580K $26.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
81.7K
+ 8.37%
$25.48 - $27.78 $2.08M - $2.27M
1.06M $28.1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
7.86K
+ 65.4%
$91.62 - $116.16 $720K - $913K
19.9K $2.31M
USXF
Ishares Esg Advanced Msci Usa

Technology
13.3K
+ 64.46%
$41.54 - $53.93 $554K - $719K
34K $1.83M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.2K
+ 68.38%
$108.06 - $135.3 $453K - $568K
10.3K $1.4M
EUSB
Ishares Tr Esg Advanced Total

Technology
14.7K
+ 61.78%
$42.54 - $43.56 $627K - $642K
38.6K $1.68M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
6.06K
+ 62.34%
$59.98 - $74.92 $363K - $454K
15.8K $1.17M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.98K
+ 68.21%
$46.41 - $47.7 $370K - $381K
19.7K $935K
IGLB
Ishares 10+ Year Investment Gr

ETFs
7.48K
+ 71.41%
$47.55 - $50.44 $356K - $377K
18K $901K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6.24K
+ 49.15%
$30.87 - $39.17 $193K - $245K
18.9K $742K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
11.1K
+ 75.98%
$22.43 - $23.23 $248K - $257K
25.6K $595K
SUB
Ishares Short Term National Mu

ETFs
2.15K
+ 18.68%
$104.77 - $106.34 $225K - $229K
13.7K $1.45M
PAVE
Global X Fds Us Infrastructure

ETFs
3.39K
+ 75.2%
$33.78 - $43.68 $114K - $148K
7.89K $343K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.08K
+ 5.14%
$51.68 - $52.76 $107K - $110K
42.5K $2.24M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
521
+ 84.3%
$24.66 - $25.17 $12.8K - $13.1K
1.14K $28K
Blackrock ETF Trust Ii
3.89K
+ 8.44%
N/A
50K $0
Tidal ETF Tr
16.5K
+ 0.95%
N/A
1.75M $0
LCTD
Blackrock ETF World Ex Us Carb
4.93K
+ 59.96%
N/A
13.1K $0
IXC
Ishares Tr Global Energy ETF

ETFs
3
+ 0.93%
$34.69 - $42.32 $104 - $127
327 $12K
Activity Summary
Buys All Purchases 39 New Holdings 6 Increased Positions 33 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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