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Ishares Tr Msci Usa Momentum Factor shares owned by Regal Wealth Group

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

Historical chart of Regal Wealth Group 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 Regal Wealth Group 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 Regal Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $275k 1.8k 152.31
2023-09-30 $290k 2.1k 139.67
2023-06-30 $344k 2.4k 141.38
2023-03-31 $2.3M 16k 142.93
2022-12-31 $3.2M 22k 145.93
2022-09-30 $3.1M 22k 138.64
2022-06-30 $3.0M 22k 136.39
2022-03-31 $3.5M 22k 160.80
2021-12-31 $4.0M 22k 181.81
2021-09-30 $4.7M 27k 175.58
2021-06-30 $4.7M 27k 173.45
2021-03-31 $7.8M 49k 160.85
2020-12-31 $7.8M 49k 161.30
2020-09-30 $6.2M 42k 147.40
2020-06-30 $5.7M 44k 131.00
2020-03-31 $4.7M 44k 106.48
2019-12-31 $7.3M 58k 125.57
2019-09-30 $4.3M 43k 100.24
2019-06-30 $7.0M 59k 118.60
2019-03-31 $6.5M 58k 112.19
2018-12-31 $4.3M 43k 100.23
2018-09-30 $4.7M 40k 119.01
2018-06-30 $539k 4.9k 109.75