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Ishares Tr Msci Usa Momentum Factor shares owned by Advisory Alpha

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Advisory Alpha from 13F filings

Historical chart of Advisory Alpha investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Advisory Alpha consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Advisory Alpha

Quarter filed Position value Share count Share price at filing
2023-12-31 $228k 1.5k 156.97
2023-09-30 $222k 1.6k 139.71
2023-06-30 $273k 1.9k 144.32
2023-03-31 $247k 1.8k 139.01
2022-12-31 $292k 2.0k 145.97
2022-09-30 $579k 4.4k 131.26
2022-06-30 $850k 6.2k 136.46
2022-03-31 $1.7M 10k 168.26
2021-12-31 $1.5M 8.4k 181.83
2021-09-30 $1.5M 8.5k 175.62
2021-06-30 $2.1M 12k 173.45
2020-09-30 $447 801 0.56
2020-03-31 $167k 1.4k 115.55
2019-12-31 $169k 1.3k 128.79
2019-09-30 $154k 1.3k 117.50
2019-03-31 $147k 1.3k 112.60