Ishares Tr Msci Usa Momentum Factor shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 5.8k | 202.76 |
| 2024-06-30 | $1.1M | 5.9k | 194.87 |
| 2024-03-31 | $1.1M | 6.1k | 187.35 |
| 2023-12-31 | $1.0M | 6.7k | 156.89 |
| 2023-09-30 | $945k | 6.8k | 139.70 |
| 2023-06-30 | $1.1M | 7.9k | 144.25 |
| 2023-03-31 | $1.2M | 8.4k | 139.04 |
| 2022-12-31 | $1.2M | 8.1k | 145.93 |
| 2022-09-30 | $1.0M | 7.8k | 131.15 |
| 2022-06-30 | $1.1M | 8.1k | 136.33 |
| 2022-03-31 | $1.3M | 8.0k | 168.26 |
| 2021-12-31 | $1.4M | 7.8k | 181.85 |
| 2021-09-30 | $1.1M | 6.4k | 175.63 |
| 2021-06-30 | $1.1M | 6.3k | 173.37 |
| 2021-03-31 | $969k | 6.0k | 160.86 |
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