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SGOV
Showing 8 of 12 quarters

Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR

Kestra Advisory Services, LLC holds 890,824 shares of SGOV (ISHARES TR), worth $89.7M as of 2026-Q1. The position was increased (+152.4% shares). SGOV represents 0.3% of Kestra Advisory Services, LLC's portfolio.

Current Value

$89.7M

Current Shares

890,824

Total Value Change

+$71.4M

Total Shares Change

+708,977

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
890,824
+152.4%
$89.7M0.3%$100.40
58
2025-Q4
Increased
352,972
+17.7%
$35.4M0.1%$100.06
40
2025-Q3
Increased
299,811
+6.8%
$30.2M0.1%$99.07
37
2025-Q2
Increased
280,796
+17.7%
$28.3M0.1%$98.01
40
2025-Q1
Increased
238,619
+19.9%
$24M0.1%$96.99
41
2024-Q4
Increased
199,023
+11.6%
$20M0.1%$95.97
38
2024-Q3
Decreased
178,290
-2.0%
$18M0.1%$94.86
0
2024-Q2
Increased
181,847
+0.7%
$18.3M0.1%$93.60
34

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

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