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SGOV
Showing 8 of 11 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.5M shares of SGOV (ISHARES TR), worth $146.6M as of 2026-Q1. The position was decreased (-31.3% shares). SGOV represents 0.3% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$146.6M

Current Shares

1.5M

Total Value Change

+$96.6M

Total Shares Change

+962,859

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.5M
-31.3%
$146.6M0.3%$100.40
0
2025-Q4
Increased
2.1M
+13.1%
$213.5M0.3%$100.06
41
2025-Q3
Increased
1.9M
+9.6%
$188.8M0.3%$99.07
40
2025-Q2
Increased
1.7M
+90.4%
$172.3M0.3%$98.01
57
2025-Q1
Decreased
901,325
-0.3%
$90.7M0.2%$96.99
0
2024-Q4
Increased
904,286
+32.4%
$90.7M0.2%$95.97
46
2024-Q3
Increased
683,003
+37.5%
$68.8M0.1%$94.86
46
2024-Q2
Increased
496,811
+28.1%
$50M0.1%$93.60
44

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

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