News + Filings Holdings
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9258 Wealth Management, LLC
> QUAL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | QUAL | 11,778 | 299 | 1,588,499,000 | 164,357,000 | $134,870.01 |
| 03/31/2023 | iSHARES TRUST | QUAL | 11,479 | 146 | 1,424,142,000 | 132,633,000 | $124,064.99 |
| 12/31/2022 | iSHARES TRUST | QUAL | 11,333 | -58 | 1,291,509,000 | 1,290,325,000 | $113,960.03 |
| 09/30/2022 | iSHARES TRUST | QUAL | 11,391 | -557 | 1,184,000 | -151,000 | $103.94 |
| 06/30/2022 | iSHARES TRUST | QUAL | 11,948 | 0 | 1,335,000 | -274,000 | $111.73 |
| 03/31/2022 | iSHARES TRUST | QUAL | 11,948 | -991 | 1,609,000 | -274,000 | $134.67 |
| 12/31/2021 | iSHARES TRUST | QUAL | 12,939 | -114 | 1,883,000 | 164,000 | $145.53 |
| 09/30/2021 | iSHARES TRUST | QUAL | 13,053 | 1,088 | 1,719,000 | 129,000 | $131.69 |
| 06/30/2021 | iSHARES TRUST | QUAL | 11,965 | 0 | 1,590,000 | 133,000 | $132.89 |
| 03/31/2021 | iSHARES TRUST | QUAL | 11,965 | -150 | 1,457,000 | 49,000 | $121.77 |
| 12/31/2020 | iSHARES TRUST | QUAL | 12,115 | -750 | 1,408,000 | 108,000 | $116.22 |
| 09/30/2020 | iSHARES TRUST | QUAL | 12,865 | 0 | 1,300,000 | 66,000 | $101.05 |
| 06/30/2020 | iSHARES TRUST | QUAL | 12,865 | 0 | 1,234,000 | 77,000 | $95.92 |
| 03/31/2020 | iSHARES TRUST | QUAL | 12,865 | -110 | 1,157,000 | -153,000 | $89.93 |
| 12/31/2019 | iSHARES TRUST | QUAL | 12,975 | 12,975 | 1,310,000 | 1,310,000 | $100.96 |
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