SGOV ISHARES TR

Ownership history in NDVR, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which NDVR, Inc. reported a position in ISHARES TR (SGOV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.31% (2025 Q4)
Avg. % of fund
3.54%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 63,694 +4,477 +7.6% 5.31% $6.4M $99.80
2025 Q3 ADDED 59,217 +55,416 +1457.9% 4.97% $6.0M $98.80
2025 Q2 INITIATED 3,801 0.36% $383K $97.75
% of Fund (quarterly)    SGOV price (monthly, adj. close)
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