ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 50,284 Value ($000) $5,048 Avg Close Range
Q3 2025
Shares 90,010 Value ($000) $9,064 Avg Close Range
Q2 2025
Shares 93,454 Value ($000) $9,410 Avg Close Range
Q1 2025
Shares 50,644 Value ($000) $5,098 Avg Close Range
Q4 2024
Shares 21,225 Value ($000) $2,129 Avg Close Range
Q3 2024
Shares 9,270 Value ($000) $934 Avg Close Range
Q2 2024
Shares 4,865 Value ($000) $490 Avg Close Range