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Ishares Tr Msci Usa Momentum Factor shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $262k 1.7k 156.89
2023-09-30 $237k 1.7k 139.70
2023-06-30 $244k 1.7k 144.25
2023-03-31 $246k 1.8k 139.04
2022-12-31 $258k 1.8k 145.93
2022-09-30 $231k 1.8k 131.03
2022-06-30 $281k 2.1k 136.21
2021-12-31 $528k 2.9k 181.82
2021-03-31 $382k 2.3k 168.06