Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 729,229 shares of SGOV (ISHARES TR), worth $73.4M as of 2026-Q1. The position was increased (+74.7% shares). SGOV represents 0.4% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$73.4M
Current Shares
729,229
Total Value Change
+$58.5M
Total Shares Change
+580,944
Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC
Increased |
| 729,229 |
+74.7% |
| $73.4M |
| 0.4% |
| $100.40 |
53 |
| 2025-Q4 | Increased | 417,402 | +10.7% | $41.9M | 0.2% | $100.06 | 39 |
| 2025-Q3 | Increased | 377,008 | +13.9% | $38M | 0.2% | $99.07 | 39 |
| 2025-Q2 | Increased | 330,983 | +11.4% | $33.3M | 0.3% | $98.01 | 39 |
| 2025-Q1 | Increased | 297,115 | +37.8% | $29.9M | 0.3% | $96.99 | 45 |
| 2024-Q4 | Increased | 215,635 | +82.2% | $21.6M | 0.2% | $95.97 | 52 |
| 2024-Q3 | Decreased | 118,369 | -20.2% | $11.9M | 0.1% | $94.86 | 0 |
| 2024-Q2 | Increased | 148,285 | +2.5% | $14.9M | 0.2% | $93.60 | 34 |