Ishares Tr Msci Usa Momentum Factor shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $273k | 2.0k | 139.70 |
| 2023-06-30 | $262k | 1.8k | 144.25 |
| 2023-03-31 | $368k | 2.6k | 139.04 |
| 2022-12-31 | $384k | 2.6k | 145.22 |
| 2022-09-30 | $356k | 2.6k | 134.49 |
| 2022-06-30 | $361k | 2.6k | 136.38 |
| 2022-03-31 | $479k | 2.9k | 165.17 |
| 2021-12-31 | $527k | 2.9k | 181.72 |
| 2021-09-30 | $520k | 2.9k | 179.31 |
| 2021-06-30 | $504k | 2.9k | 173.79 |
| 2021-03-31 | $561k | 3.3k | 170.46 |
| 2020-12-31 | $467k | 2.8k | 167.80 |
| 2019-06-30 | $2.8M | 23k | 119.86 |
| 2019-03-31 | $5.2M | 46k | 112.56 |
| 2018-12-31 | $4.6M | 46k | 100.23 |
| 2018-09-30 | $4.5M | 38k | 118.99 |
| 2018-06-30 | $4.2M | 39k | 105.93 |
| 2018-03-31 | $4.2M | 39k | 105.91 |
| 2017-12-31 | $4.7M | 45k | 103.14 |
| 2017-09-30 | $4.5M | 47k | 95.68 |
| 2017-06-30 | $3.8M | 42k | 88.89 |
| 2017-03-31 | $3.4M | 41k | 82.65 |
| 2016-12-31 | $3.2M | 43k | 75.85 |
| 2016-09-30 | $3.3M | 43k | 77.37 |
| 2016-06-30 | $3.0M | 40k | 76.41 |
| 2016-03-31 | $2.5M | 35k | 73.11 |
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