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Ishares Tr Msci Usa Momentum Factor shares owned by Icon Wealth Partners

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

Historical chart of Icon Wealth Partners 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 Icon Wealth Partners 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 Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $188k 1.3k 139.68
2023-06-30 $203k 1.4k 144.24
2023-03-31 $1.9M 14k 139.04
2022-03-31 $251k 1.5k 168.57
2021-12-31 $293k 1.6k 181.87
2021-09-30 $283k 1.6k 175.67
2021-06-30 $4.5M 26k 173.43
2021-03-31 $3.7M 23k 160.84
2020-12-31 $252k 1.6k 161.13
2020-09-30 $231k 1.6k 147.70
2020-06-30 $202k 1.5k 131.25
2019-12-31 $337k 2.7k 125.61
2019-09-30 $3.9M 32k 119.26
2019-06-30 $3.8M 32k 118.60
2019-03-31 $3.2M 29k 112.20
2018-12-31 $4.6M 46k 100.23
2018-09-30 $4.4M 37k 119.00
2018-06-30 $4.8M 43k 109.70
2018-03-31 $1.9M 18k 105.91
2017-12-31 $466k 4.5k 103.23