Name: SONATA CAPITAL GROUP INC 13F Holdings
Creator: 13F Insight

AI Analysis · Q3 2026

Sonata Capital Group trimmed 17,929 shares from its iShares Russell Mid-Cap ETF holding during Q2 2026, yet the position’s dollar value rose by $216,848 as market gains offset the sale. The $309.9 million advisor aggressively expanded growth equity, quadrupling iShares Russell 1000 Growth ETF (+301.3%, $15.9M flow).

Quarter at a glance — Q3 2026

Growth ETF Quadrupling: iShares Russell 1000 Growth ETF (IWF) was raised from 42,390 to 170,129 shares, becoming the firm’s single largest asset ($21.1M).
Style Reallocation: iShares S&amp;P 500 Value ETF (IVE) was more than doubled (+115.5%, +$3.05M flow), while iShares S&amp;P 500 Growth ETF (IVW) was increased by 21.4% ($2.1M flow).
Trims &amp; Exits: Mid-cap exposure via IWR was scaled back by 10.7% (-$1.98M flow), and Vanguard Energy ETF was fully liquidated.

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