SGOV — ISHARES TR

Ownership history in Transform Wealth, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC 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
3.67% (2025 Q1)
Avg. % of fund
1.52%
First filed
2023 Q1
Last filed
2025 Q1
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 601,611 -190 -0.0% 3.67% $60.6M $96.72
2024 Q4 ADDED 601,801 +598,451 +17864.2% 3.35% $60.4M $95.74
2024 Q3 REDUCED 3,350 -100 -2.9% 0.02% $337K $94.61
2024 Q2 REDUCED 3,450 -2,726 -44.1% 0.03% $347K $93.35
2023 Q3 REDUCED 6,176 -104,443 -94.4% 0.07% $622K $89.74
2023 Q2 REDUCED 110,619 -151,820 -57.8% 1.00% $11.1M $88.56
2023 Q1 INITIATED 262,439 — — 2.49% $26.4M $87.47
% of Fund (quarterly)    SGOV price (monthly, adj. close)

Other funds also holding SGOV

As of 2025 Q4 — sorted by position size

Privium Fund Management (UK) Ltd 3Y 97.46% PSP Research LLC 61.41% Avos Capital Management, LLC 33.05% Nierenberg Investment Management Company, LLC 3Y 7Y 31.22% Ridgepath Capital Management LLC 29.95% Selective Wealth Management, Inc. 3Y 7Y 24.61% BITTERROOT CAPITAL ADVISORS LLC 24.33% Compound Global Advisors, LLC 3Y 22.14% Punch Card Management L.P. 3Y 7Y 18.88% PEAVINE CAPITAL, LLC 3Y 7Y 18.79%
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