News + Filings Holdings
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Sugarloaf Wealth Management, LLC
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 31,498 | -1,598 | 2,341,219,000 | 2,339,031,000 | $74,329.13 |
| 09/30/2022 | iSHARES TRUST | USMV | 33,096 | 848 | 2,188,000 | -76,000 | $66.11 |
| 06/30/2022 | iSHARES TRUST | USMV | 32,248 | 3 | 2,264,000 | -237,000 | $70.21 |
| 03/31/2022 | iSHARES TRUST | USMV | 32,245 | 2 | 2,501,000 | -107,000 | $77.56 |
| 12/31/2021 | iSHARES TRUST | USMV | 32,243 | 2 | 2,608,000 | 238,000 | $80.89 |
| 09/30/2021 | iSHARES TRUST | USMV | 32,241 | 31,314 | 2,370,000 | 55,000 | $73.51 |
| 06/30/2021 | iSHARES TRUST | USMV | 32,744 | 31,817 | 2,410,000 | 95,000 | $73.60 |
| 03/31/2021 | iSHARES TRUST | USMV | 927 | -33,424 | 2,315,000 | -17,000 | $2,497.30 |
| 12/31/2020 | iSHARES TRUST | USMV | 34,351 | -769 | 2,332,000 | 94,000 | $67.89 |
| 09/30/2020 | iSHARES TRUST | USMV | 35,120 | -553 | 2,238,000 | 75,000 | $63.72 |
| 06/30/2020 | iSHARES TRUST | USMV | 35,673 | -3,424 | 2,163,000 | 51,000 | $60.63 |
| 03/31/2020 | iSHARES TRUST | USMV | 39,097 | -5,339 | 2,112,000 | -803,000 | $54.02 |
| 12/31/2019 | iSHARES TRUST | USMV | 44,436 | 44,436 | 2,915,000 | 2,915,000 | $65.60 |
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