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SGOV
Showing 8 of 16 quarters

Position history for AE Wealth Management LLC's holdings in ISHARES TR

AE Wealth Management LLC holds 967,416 shares of SGOV (ISHARES TR), worth $97.4M as of 2026-Q1. The position was increased (+51.4% shares). SGOV represents 0.5% of AE Wealth Management LLC's portfolio.

Current Value

$97.4M

Current Shares

967,416

Total Value Change

+$46.4M

Total Shares Change

+461,499

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
967,416
+51.4%
$97.4M0.5%$100.40
59
2025-Q4
Increased
638,989
+27.0%
$64.1M0.4%$100.06
44
2025-Q3
Increased
503,305
+513.4%
$50.7M0.3%$99.07
57
2025-Q2
Decreased
82,053
-11.3%
$8.3M0.1%$98.01
0
2025-Q1
Decreased
92,551
-12.8%
$9.3M0.1%$96.99
0
2024-Q4
Decreased
106,109
-80.8%
$10.6M0.1%$95.97
0
2024-Q3
Increased
551,681
+9.1%
$55.6M0.5%$94.86
45
2024-Q2
Increased
505,917
+12.8%
$51M0.5%$93.60
47

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

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