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SGOV
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Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR

CAPTRUST FINANCIAL ADVISORS holds 2.2M shares of SGOV (ISHARES TR), worth $219.7M as of 2026-Q1. The position was increased (+8.8% shares). SGOV represents 0.4% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$219.7M

Current Shares

2.2M

Total Value Change

+$94.2M

Total Shares Change

+936,436

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.2M
+8.8%
$219.7M0.4%$100.40
40
2025-Q4
Increased
2M
+8.6%
$201.5M0.4%$100.06
40
2025-Q3
Increased
1.8M
+3.7%
$186M0.4%$99.07
38
2025-Q2
Increased
1.8M
+29.6%
$179.3M0.4%$98.01
46
2025-Q1
Increased
1.4M
+33.6%
$138.3M0.3%$96.99
46
2024-Q4
Decreased
1M
-1.6%
$103.2M0.3%$95.97
0
2024-Q3
Decreased
1M
-16.1%
$105.3M0.3%$94.86
0
2024-Q2
Increased
1.2M
+11.2%
$125.5M0.4%$93.60
40

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

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