News + Filings Holdings
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9258 Wealth Management, LLC
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 22,692 | -2,822 | 1,686,684,000 | -169,235,000 | $74,329.46 |
| 03/31/2023 | iSHARES TRUST | USMV | 25,514 | 0 | 1,855,919,000 | 16,364,000 | $72,741.20 |
| 12/31/2022 | iSHARES TRUST | USMV | 25,514 | -1,434 | 1,839,555,000 | 1,837,774,000 | $72,099.83 |
| 09/30/2022 | iSHARES TRUST | USMV | 26,948 | -2,442 | 1,781,000 | -282,000 | $66.09 |
| 06/30/2022 | iSHARES TRUST | USMV | 29,390 | -556 | 2,063,000 | -260,000 | $70.19 |
| 03/31/2022 | iSHARES TRUST | USMV | 29,946 | -4,394 | 2,323,000 | -455,000 | $77.57 |
| 12/31/2021 | iSHARES TRUST | USMV | 34,340 | -2,746 | 2,778,000 | 52,000 | $80.90 |
| 09/30/2021 | iSHARES TRUST | USMV | 37,086 | -711 | 2,726,000 | -56,000 | $73.50 |
| 06/30/2021 | iSHARES TRUST | USMV | 37,797 | -16,829 | 2,782,000 | -998,000 | $73.60 |
| 03/31/2021 | iSHARES TRUST | USMV | 54,626 | -14,001 | 3,780,000 | -878,000 | $69.20 |
| 12/31/2020 | iSHARES TRUST | USMV | 68,627 | -876 | 4,658,000 | 372,000 | $67.87 |
| 09/30/2020 | iSHARES TRUST | USMV | 69,503 | -3,707 | 4,286,000 | -153,000 | $61.67 |
| 06/30/2020 | iSHARES TRUST | USMV | 73,210 | 4,281 | 4,439,000 | 344,000 | $60.63 |
| 03/31/2020 | iSHARES TRUST | USMV | 68,929 | -1,587 | 4,095,000 | -531,000 | $59.41 |
| 12/31/2019 | iSHARES TRUST | USMV | 70,516 | 32,933 | 4,626,000 | 2,217,000 | $65.60 |
| 09/30/2019 | iSHARES TRUST | USMV | 37,583 | 1,700 | 2,409,000 | 194,000 | $64.10 |
| 06/30/2019 | iSHARES TRUST | USMV | 35,883 | 4,325 | 2,215,000 | 359,000 | $61.73 |
| 03/31/2019 | iSHARES TRUST | USMV | 31,558 | 20,334 | 1,856,000 | 1,268,000 | $58.81 |
| 12/31/2018 | iSHARES TRUST | USMV | 11,224 | 11,224 | 588,000 | 588,000 | $52.39 |
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