IWM
SGVT

Iams Wealth Management’s Schwab Government Money Market ETF SGVT Stock Holding History

Iams Wealth Management’s Portfolio SGVT Stock Details SGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Sell
2,432
-435
-15% -$43.8K 0.07% 175
2026
Q1 		$289K Buy
+2,867
New +$288K 0.1% 168

Other funds holding SGVT

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM
MWM
Mascagni Wealth Management Clinton, Mississippi $161M AUM 26.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Iams Wealth Management's SGVT Position: Q2 2026 in Review

Iams Wealth Management reduced its Schwab Government Money Market ETF (SGVT) stake by 15% in Q2 2026, selling an estimated $43.8K and leaving 2,432 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #175.

Iams Wealth Management first reported a position in SGVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $289K in Q1 2026. 35 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Iams Wealth Management held 2,432 shares of Schwab Government Money Market ETF worth $245K as of Q2 2026.
  • Iams Wealth Management sold 435 Schwab Government Money Market ETF shares in Q2 2026, an estimated $43.8K.
  • Schwab Government Money Market ETF made up 0.07% of Iams Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Iams Wealth Management first reported a position in Schwab Government Money Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Iams Wealth Management's Schwab Government Money Market ETF position peaked at $289K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.