News + Filings Holdings
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Monterey Private Wealth, Inc.
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | USMV | 70,877 | -3,683 | 5,130,076,000 | -411,958,000 | $72,379.98 |
| 06/30/2023 | iSHARES TRUST | USMV | 74,560 | -2,462 | 5,542,034,000 | -11,271,000 | $74,329.86 |
| 12/31/2022 | iSHARES TRUST | USMV | 77,022 | -4,353 | 5,553,305,000 | 5,547,863,000 | $72,100.24 |
| 09/30/2022 | iSHARES TRUST | USMV | 81,375 | -9,240 | 5,442,000 | -920,000 | $66.88 |
| 06/30/2022 | iSHARES TRUST | USMV | 90,615 | -15,483 | 6,362,000 | -2,221,000 | $70.21 |
| 12/31/2021 | iSHARES TRUST | USMV | 106,098 | -7,108 | 8,583,000 | 236,000 | $80.90 |
| 09/30/2021 | iSHARES TRUST | USMV | 113,206 | -86,944 | 8,347,000 | -6,386,000 | $73.73 |
| 06/30/2021 | iSHARES TRUST | USMV | 200,150 | -164,416 | 14,733,000 | -11,487,000 | $73.61 |
| 03/31/2021 | iSHARES TRUST | USMV | 364,566 | -230,307 | 26,220,000 | -14,160,000 | $71.92 |
| 12/31/2020 | iSHARES TRUST | USMV | 594,873 | 594,873 | 40,380,000 | 40,380,000 | $67.88 |
| 09/30/2020 | iSHARES TRUST | USMV | 615,038 | 615,038 | 39,196,000 | 39,196,000 | $63.73 |
| 06/30/2020 | iSHARES TRUST | USMV | 628,395 | 628,395 | 38,100,000 | 38,100,000 | $60.63 |
| 03/31/2020 | iSHARES TRUST | USMV | 658,262 | 60,937 | 35,553,000 | -3,632,000 | $54.01 |
| 12/31/2019 | iSHARES TRUST | USMV | 597,325 | 597,325 | 39,185,000 | 39,185,000 | $65.60 |
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