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SGOVSGOV
Showing 9 of 13 quarters

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

Yes. Wealth Enhancement Advisory Services holds 2,200,596 shares of SGOV, worth $220.8M, as of its Q3 2026 13F filing. It increased the position by 530,507 shares (+31.8%) from Q2 2026. Wealth Enhancement Advisory Services has held SGOV since Q3 2023, across 13 quarterly 13F filings. SGOV is 0.3% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$220.8M

Current Shares

2.2M

Total Value Change

+$152.1M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
2.2M
+31.8%
$220.8M0.3%$100.38
47
2026-Q2
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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