Position history for Waverly Advisors, LLC's holdings in ISHARES TR
Waverly Advisors, LLC holds 1.5M shares of SGOV (ISHARES TR), worth $147.7M as of 2025-Q4. The position was decreased (-5.1% shares). SGOV represents 1.2% of Waverly Advisors, LLC's portfolio.
Current Value
$147.7M
Current Shares
1.5M
Total Value Change
+$116.8M
Total Shares Change
+1.2M
Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC
Decreased |
| 1.5M |
-5.1% |
| $147.7M |
| 1.2% |
| $100.06 |
0 |
| 2025-Q3 | Increased | 1.6M | +0.5% | $156.2M | 1.6% | $99.07 | 48 |
| 2025-Q2 | Increased | 1.5M | +243.9% | $155.4M | 1.7% | $98.01 | 77 |
| 2025-Q1 | Increased | 448,839 | +14.6% | $45.2M | 0.6% | $96.99 | 47 |
| 2024-Q4 | Increased | 391,743 | +13.4% | $39.3M | 0.6% | $95.97 | 46 |
| 2024-Q3 | Increased | 345,403 | +12.7% | $34.8M | 0.6% | $94.86 | 46 |
| 2024-Q2 | Increased | 306,466 | +70.0% | $30.9M | 0.6% | $93.60 | 60 |