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Ishares Tr Msci Usa Momentum Factor shares owned by Apella Capital

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

Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $66M 325k 202.22
2024-06-30 $64M 319k 199.96
2024-03-31 $59M 318k 185.91
2023-12-31 $51M 333k 152.32
2023-09-30 $50M 356k 139.70
2023-06-30 $50M 349k 144.25
2022-12-31 $40M 277k 145.93
2022-09-30 $29M 224k 131.18
2022-06-30 $26M 190k 136.37
2022-03-31 $24M 144k 168.27
2021-12-31 $20M 112k 181.82
2021-09-30 $8.5M 48k 177.40
2021-06-30 $6.6M 38k 173.43
2021-03-31 $5.7M 35k 160.86
2020-12-31 $4.8M 30k 161.29
2020-09-30 $4.1M 28k 147.38
2020-06-30 $3.2M 24k 130.99
2020-03-31 $2.1M 19k 106.47