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SGOV
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
729,229
+74.7%
$73.4M0.4%$100.40
53
2025-Q4
Increased
417,402
+10.7%
$41.9M0.2%$100.06
39
2025-Q3
Increased
377,008
+13.9%
$38M0.2%$99.07
39
2025-Q2
Increased
330,983
+11.4%
$33.3M0.3%$98.01
39
2025-Q1
Increased
297,115
+37.8%
$29.9M0.3%$96.99
45
2024-Q4
Increased
215,635
+82.2%
$21.6M0.2%$95.97
52
2024-Q3
Decreased
118,369
-20.2%
$11.9M0.1%$94.86
0
2024-Q2
Increased
148,285
+2.5%
$14.9M0.2%$93.60
34

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

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