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SGOVSGOV
Showing 8 of 12 quarters

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.7M shares of SGOV (ISHARES TR), worth $167.6M as of 2026-Q2. The position was increased (+14.4% shares). SGOV represents 0.3% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$167.6M

Current Shares

1.7M

Total Value Change

+$98.8M

Total Shares Change

+987,086

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+14.4%
$167.6M0.3%$100.07
41
2026-Q1
Decreased
1.5M
-31.3%
$146.6M0.3%$99.18
0
2025-Q4
Increased
2.1M
+13.1%
$213.5M0.3%$98.33
41
2025-Q3
Increased
1.9M
+9.6%
$188.8M0.3%$97.35
40
2025-Q2
Increased
1.7M
+90.4%
$172.3M0.3%$96.31
57
2025-Q1
Decreased
901,325
-0.3%
$90.7M0.2%$95.30
0
2024-Q4
Increased
904,286
+32.4%
$90.7M0.2%$94.33
46
2024-Q3
Increased
683,003
+37.5%
$68.8M0.1%$93.21
46

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

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