Ishares Tr shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $10k | 210 | 49.72 |
| 2024-09-30 | $236k | 4.8k | 49.08 |
| 2024-06-30 | $226k | 4.9k | 46.58 |
| 2024-03-31 | $219k | 4.9k | 45.15 |
| 2023-12-31 | $182k | 4.6k | 39.82 |
| 2023-09-30 | $159k | 4.6k | 34.66 |
| 2023-06-30 | $173k | 4.8k | 35.95 |
| 2023-03-31 | $159k | 4.8k | 33.07 |
| 2022-12-31 | $148k | 4.8k | 30.66 |
| 2022-09-30 | $136k | 4.8k | 28.10 |
More positions owned by Sugarloaf Wealth Management
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