Back to Waverly Advisors, LLC

SGOV
Showing 8 of 13 quarters

Position history for Waverly Advisors, LLC's holdings in ISHARES TR

Waverly Advisors, LLC holds 1.5M shares of SGOV (ISHARES TR), worth $152M as of 2026-Q1. The position was increased (+2.7% shares). SGOV represents 1.1% of Waverly Advisors, LLC's portfolio.

Current Value

$152M

Current Shares

1.5M

Total Value Change

+$121.2M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+2.7%
$152M1.1%$100.40
49
2025-Q4
Decreased
1.5M
-5.1%
$147.7M1.2%$100.06
0
2025-Q3
Increased
1.6M
+0.5%
$156.2M1.6%$99.07
48
2025-Q2
Increased
1.5M
+243.9%
$155.4M1.7%$98.01
77
2025-Q1
Increased
448,839
+14.6%
$45.2M0.6%$96.99
47
2024-Q4
Increased
391,743
+13.4%
$39.3M0.6%$95.97
46
2024-Q3
Increased
345,403
+12.7%
$34.8M0.6%$94.86
46
2024-Q2
Increased
306,466
+70.0%
$30.9M0.6%$93.60
60

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used