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Sugarloaf Wealth Management’s iShares Lithium Miners and Producers ETF ILIT Stock Holding History

Sugarloaf Wealth Management’s Portfolio ILIT Stock Details ILIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$885 Hold
100
– – ﹤0.01% 655
2024
Q3 		$1.14K Hold
100
– – ﹤0.01% 636
2024
Q2 		$1.07K Hold
100
– – ﹤0.01% 613
2024
Q1 		$1.36K Buy
+100
New +$1.4K ﹤0.01% 610

Other funds holding ILIT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sugarloaf Wealth Management's ILIT Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Lithium Miners and Producers ETF (ILIT) position steady in Q4 2024 at 100 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Sugarloaf Wealth Management first reported a position in ILIT in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.36K in Q1 2024. 8 funds tracked by Wall St. Rank hold ILIT as of Q4 2024.

  • Sugarloaf Wealth Management held 100 shares of iShares Lithium Miners and Producers ETF worth $885 as of Q4 2024.
  • Sugarloaf Wealth Management left its iShares Lithium Miners and Producers ETF share count unchanged in Q4 2024.
  • iShares Lithium Miners and Producers ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #655 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Lithium Miners and Producers ETF in Q1 2024 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's iShares Lithium Miners and Producers ETF position peaked at $1.36K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held iShares Lithium Miners and Producers ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.