News + Filings Holdings
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Sugarloaf Wealth Management, LLC
> QUAL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | QUAL | 10,830 | -9,510 | 1,460,642,000 | 1,458,527,000 | $134,869.99 |
| 09/30/2022 | iSHARES TRUST | QUAL | 20,340 | 0 | 2,115,000 | -158,000 | $103.98 |
| 06/30/2022 | iSHARES TRUST | QUAL | 20,340 | 0 | 2,273,000 | -465,000 | $111.75 |
| 03/31/2022 | iSHARES TRUST | QUAL | 20,340 | 0 | 2,738,000 | -223,000 | $134.61 |
| 12/31/2021 | iSHARES TRUST | QUAL | 20,340 | 0 | 2,961,000 | 282,000 | $145.58 |
| 09/30/2021 | iSHARES TRUST | QUAL | 20,340 | 20,015 | 2,679,000 | 202,000 | $131.71 |
| 06/30/2021 | iSHARES TRUST | QUAL | 20,340 | 20,015 | 2,703,000 | 226,000 | $132.89 |
| 03/31/2021 | iSHARES TRUST | QUAL | 325 | -20,015 | 2,477,000 | 113,000 | $7,621.54 |
| 12/31/2020 | iSHARES TRUST | QUAL | 20,340 | 0 | 2,364,000 | 254,000 | $116.22 |
| 09/30/2020 | iSHARES TRUST | QUAL | 20,340 | 0 | 2,110,000 | 159,000 | $103.74 |
| 06/30/2020 | iSHARES TRUST | QUAL | 20,340 | 0 | 1,951,000 | 303,000 | $95.92 |
| 03/31/2020 | iSHARES TRUST | QUAL | 20,340 | 0 | 1,648,000 | -406,000 | $81.02 |
| 12/31/2019 | iSHARES TRUST | QUAL | 20,340 | 20,340 | 2,054,000 | 2,054,000 | $100.98 |
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