1858 WEALTH MANAGEMENT, LLC SGOV — ISHARES TR

Ownership history in 1858 WEALTH MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

1858 WEALTH MANAGEMENT, LLC reported ISHARES TR (SGOV) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.84% in 2023 Q4. The latest visible filing shows SGOV at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SGOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1858 WEALTH MANAGEMENT, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

SGOV was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SGOV stock page 1858 WEALTH MANAGEMENT, LLC fund profile 1858 WEALTH MANAGEMENT, LLC full holdings
How 1858 WEALTH MANAGEMENT, LLC held SGOV — position size vs. price
% of Fund (quarterly)    SGOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 18.0% +1.1% ❌ 2,756 -603 -18.0% 0.20% $278K 2025-07-25 $97.77
2025 Q1 ADDED — — — 3,359 +323 +10.6% 0.29% $338K 2025-04-22 $96.69
2024 Q4 ADDED — — — 3,036 +710 +30.5% 0.24% $305K 2025-01-27 $95.74
2024 Q3 REDUCED 73.6% +1.2% ❌ 2,326 -6,476 -73.6% 0.19% $234K 2024-10-21 $94.61
2024 Q1 UNCHANGED — — — 8,802 — 0% 0.84% $883K 2024-04-15 $92.09
2023 Q4 INITIATED — — — 8,802 — — 0.84% $883K 2024-02-13 $91.26

🏢 Other funds also holding SGOV

As of 2026 Q1 — sorted by position size

PSP Research LLC 49.86% Vigilare Wealth Management 3Y 30.32% Selective Wealth Management, Inc. 3Y 7Y 24.12% Sollinda Capital Management LLC 21.18% McElhenny Sheffield Capital Management, LLC 3Y 18.9% PEAVINE CAPITAL, LLC 3Y 7Y 18.68% Decker Retirement Planning Inc. 17.49% Robinhood Asset Management, LLC 16.83% Mader & Shannon Wealth Management, Inc. 3Y 7Y 15.62% Aspen Capital Management, LLC 13.29%

FAQ About 1858 WEALTH MANAGEMENT, LLC and SGOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1858 WEALTH MANAGEMENT, LLC reported owning SGOV?

1858 WEALTH MANAGEMENT, LLC reported SGOV across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported SGOV position in 1858 WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for SGOV was 0.84% in 2023 Q4.

What is the latest reported SGOV position on this page?

The most recent filing on this page is 2025 Q2, when 1858 WEALTH MANAGEMENT, LLC reported 2,756 shares, equal to 0.20% of portfolio, with an estimated market value of $278K.

What does the chart on this SGOV ownership page compare?

The chart compares 1858 WEALTH MANAGEMENT, LLC's quarterly SGOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1858 WEALTH MANAGEMENT, LLC time their SGOV position?

Based on 13F filing dates vs. subsequent SGOV price moves, 1858 WEALTH MANAGEMENT, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SGOV relative to SPY over the holding period was -13.2%.

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