SEC 13F Intelligence

Howard Wealth Management, LLC / SGOV

Howard Wealth Management, LLC’s Ishares Tr Position

Does Howard Wealth Management, LLC own Ishares Tr (SGOV)? Not currently — the last reported position was 13.6K shares worth $1M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q4 2022
Shares
13.6K
% of Portfolio
+1.12%
Quarters Held
3
position exited

Position History SGOV

Reported value by quarter
Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $1MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202213.6K$1M+1.12%
Q3 202219.1K$2M+1.36%
Q2 202217.1K$2M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Howard Wealth Management, LLC’s full portfolio or all institutional holders of SGOV.