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SGOV
7 quarters

Position history for D.A. DAVIDSON & CO.'s holdings in ISHARES TR

D.A. DAVIDSON & CO. holds 712,919 shares of SGOV (ISHARES TR), worth $71.8M as of 2026-Q1. The position was increased (+15.3% shares). SGOV represents 0.4% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$71.8M

Current Shares

712,919

Total Value Change

+$71.8M

Total Shares Change

+712,919

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
712,919
+15.3%
$71.8M0.4%$100.40
41
2025-Q4
Increased
618,514
+13.1%
$62.1M0.4%$100.06
40
2025-Q3
Increased
546,955
+7.6%
$55.1M0.4%$99.07
38
2025-Q2
New
508,187
-
$51.2M0.4%$98.01
49
2024-Q4
Exited
0
-100.0%
$00.0%$95.97
0
2024-Q3
New
2,231
-
$224,7060.0%$94.86
32
2024-Q2
Exited
0
-100.0%
$00.0%$93.60
0

Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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