Ishares Tr s^p aggr all shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $481k | 6.3k | 76.61 |
| 2024-09-30 | $491k | 6.2k | 78.91 |
| 2024-06-30 | $472k | 6.3k | 74.77 |
| 2024-03-31 | $462k | 6.3k | 73.45 |
| 2023-12-31 | $435k | 6.3k | 69.05 |
| 2023-09-30 | $396k | 6.2k | 63.49 |
| 2023-06-30 | $402k | 6.1k | 66.34 |
| 2023-03-31 | $387k | 6.1k | 63.59 |
| 2022-12-31 | $363k | 6.1k | 59.75 |
| 2022-09-30 | $385k | 6.9k | 55.50 |
| 2022-06-30 | $391k | 6.5k | 59.90 |
| 2022-03-31 | $416k | 6.0k | 69.00 |
| 2021-12-31 | $432k | 5.9k | 72.85 |
| 2021-09-30 | $408k | 5.9k | 69.73 |
| 2021-06-30 | $414k | 5.9k | 70.68 |
| 2021-03-31 | $391k | 15 | 26066.67 |
| 2020-12-31 | $382k | 6.0k | 64.14 |
| 2020-09-30 | $344k | 5.9k | 58.30 |
| 2020-06-30 | $322k | 6.0k | 53.89 |
| 2020-03-31 | $264k | 5.6k | 47.55 |
| 2019-12-31 | $303k | 5.2k | 58.08 |
More positions owned by Sugarloaf Wealth Management
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