Ishares Tr usa min vo shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 29k | 83.58 |
| 2023-12-31 | $2.3M | 29k | 78.03 |
| 2023-09-30 | $2.3M | 32k | 72.38 |
| 2023-06-30 | $2.3M | 32k | 74.33 |
| 2023-03-31 | $2.3M | 32k | 72.74 |
| 2022-12-31 | $2.3M | 32k | 72.10 |
| 2022-09-30 | $2.2M | 33k | 66.11 |
| 2022-06-30 | $2.3M | 32k | 70.21 |
| 2022-03-31 | $2.5M | 32k | 77.56 |
| 2021-12-31 | $2.6M | 32k | 80.89 |
| 2021-09-30 | $2.4M | 32k | 73.51 |
| 2021-06-30 | $2.4M | 33k | 73.60 |
| 2021-03-31 | $2.3M | 927 | 2497.30 |
| 2020-12-31 | $2.3M | 34k | 67.89 |
| 2020-09-30 | $2.2M | 35k | 63.72 |
| 2020-06-30 | $2.2M | 36k | 60.63 |
| 2020-03-31 | $2.1M | 39k | 54.02 |
| 2019-12-31 | $2.9M | 44k | 65.60 |
More positions owned by Sugarloaf Wealth Management
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