SGOV ISHARES TR

Ownership history in PECAUT & CO.  ·  14 quarters on record

This page tracks every 13F SEC filing in which PECAUT & CO. 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
12.14% (2024 Q2)
Avg. % of fund
8.79%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 250,422 -19 -0.0% 8.11% $25.1M $99.80
2025 Q3 REDUCED 250,441 -27,463 -9.9% 8.10% $25.2M $98.80
2025 Q2 REDUCED 277,904 -9,462 -3.3% 9.29% $28.0M $97.75
2025 Q1 ADDED 287,366 +28,380 +11.0% 9.84% $28.9M $96.72
2024 Q4 ADDED 258,986 +22,944 +9.7% 8.97% $26.0M $95.74
2024 Q3 REDUCED 236,042 -82,749 -26.0% 8.41% $23.8M $94.61
2024 Q2 ADDED 318,791 +227 +0.1% 12.14% $32.1M $93.35
2024 Q1 ADDED 318,564 +67,194 +26.7% 11.96% $32.1M $92.13
2023 Q4 REDUCED 251,370 -9,959 -3.8% 10.12% $25.2M $90.94
2023 Q3 ADDED 261,329 +40,629 +18.4% 11.01% $26.3M $89.74
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SGOV price (monthly, adj. close)
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