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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $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

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Opus Small Cap Value Etf Etf (OSCV)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Microsoft Stock (MSFT)
Home Depot Stock (HD)

View all positions for Sugarloaf Wealth Management

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
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SigFig Wealth Management
Jpmorgan Chase & Co
Advisor Group Holdings
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Financial Connections Group
Spinnaker Trust
Invera Wealth Advisors
Atria Wealth Solutions
Royal Bank of Canada
One Wealth Advisors
Goldman Sachs Group

View all funds holding Ishares Tr