News + Filings Holdings
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Sugarloaf Wealth Management, LLC
> MTUM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | MTUM | 1,540 | 4 | 222,183,000 | 221,981,000 | $144,274.68 |
| 09/30/2022 | iSHARES TRUST | MTUM | 1,536 | 2 | 202,000 | -7,000 | $131.51 |
| 06/30/2022 | iSHARES TRUST | MTUM | 1,534 | 1 | 209,000 | -49,000 | $136.25 |
| 03/31/2022 | iSHARES TRUST | MTUM | 1,533 | 0 | 258,000 | -21,000 | $168.30 |
| 12/31/2021 | iSHARES TRUST | MTUM | 1,533 | -377 | 279,000 | -56,000 | $182.00 |
| 09/30/2021 | iSHARES TRUST | MTUM | 1,910 | 1,477 | 335,000 | -29,000 | $175.39 |
| 06/30/2021 | iSHARES TRUST | MTUM | 1,912 | 1,479 | 332,000 | -32,000 | $173.64 |
| 03/31/2021 | iSHARES TRUST | MTUM | 433 | -2,174 | 364,000 | -56,000 | $840.65 |
| 12/31/2020 | iSHARES TRUST | MTUM | 2,607 | -284 | 420,000 | -6,000 | $161.10 |
| 09/30/2020 | iSHARES TRUST | MTUM | 2,891 | -390 | 426,000 | -4,000 | $147.35 |
| 06/30/2020 | iSHARES TRUST | MTUM | 3,281 | -1,620 | 430,000 | -92,000 | $131.06 |
| 03/31/2020 | iSHARES TRUST | MTUM | 4,901 | -3,552 | 522,000 | -539,000 | $106.51 |
| 12/31/2019 | iSHARES TRUST | MTUM | 8,453 | 8,453 | 1,061,000 | 1,061,000 | $125.52 |
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