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Ishares Tr Msci Usa Momentum Factor shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 Wealth Management 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 9258 Wealth Management 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 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $610k 3.9k 156.89
2023-09-30 $543k 3.9k 139.70
2023-06-30 $561k 3.9k 144.25
2023-03-31 $610k 4.4k 139.04
2022-12-31 $641k 4.4k 145.93
2022-09-30 $576k 4.4k 131.21
2022-06-30 $599k 4.4k 136.45
2022-03-31 $739k 4.4k 168.34
2021-12-31 $798k 4.4k 181.78
2021-09-30 $771k 4.4k 175.63
2021-06-30 $761k 4.4k 173.35
2021-03-31 $706k 4.4k 160.82
2020-12-31 $708k 4.4k 161.28
2020-09-30 $676k 4.8k 141.13
2020-06-30 $654k 5.0k 131.06
2020-03-31 $592k 5.0k 118.64
2019-12-31 $727k 5.8k 125.56