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Position history for FWFocus Partners Wealth's holdings in ISHARES TR

Focus Partners Wealth holds 2.4M shares of SGOV (ISHARES TR), worth $238.9M as of 2026-Q2. The position was decreased (-5.4% shares). SGOV represents 0.2% of Focus Partners Wealth's portfolio.

Current Value

$238.9M

Current Shares

2.4M

Total Value Change

+$191.8M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.4M
-5.4%
$238.9M0.2%$100.07
0
2026-Q1
Increased
2.5M
+11.2%
$252.5M0.3%$99.18
41
2025-Q4
Increased
2.3M
+127.3%
$226.5M0.3%$98.33
59
2025-Q3
Decreased
992,541
-5.8%
$99.9M0.2%$97.35
0
2025-Q2
Increased
1.1M
+33.8%
$106.1M0.2%$96.31
46
2025-Q1
Decreased
787,278
-34.2%
$79.3M0.2%$95.30
0
2024-Q4
Increased
1.2M
+155.6%
$120.3M0.2%$94.33
58
2024-Q3
Decreased
468,152
-26.2%
$47.2M0.2%$93.21
0

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

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