Ishares Tr Msci Usa Momentum Factor shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $618k | 3.0k | 206.90 |
| 2024-09-30 | $623k | 3.0k | 208.57 |
| 2024-06-30 | $616k | 3.2k | 194.84 |
| 2024-03-31 | $685k | 3.7k | 187.38 |
| 2023-12-31 | $590k | 3.8k | 156.91 |
| 2023-09-30 | $538k | 3.9k | 139.69 |
| 2023-06-30 | $559k | 3.9k | 144.27 |
| 2023-03-31 | $588k | 4.2k | 139.04 |
| 2022-12-31 | $617k | 4.2k | 145.94 |
| 2022-09-30 | $612k | 4.3k | 141.50 |
| 2022-06-30 | $595k | 4.4k | 136.19 |
| 2022-03-31 | $844k | 4.6k | 181.62 |
| 2021-12-31 | $844k | 4.6k | 181.62 |
| 2021-09-30 | $836k | 4.8k | 175.59 |
| 2021-06-30 | $3.4M | 20k | 173.39 |
| 2021-03-31 | $888k | 5.5k | 160.81 |
| 2020-12-31 | $870k | 5.4k | 161.11 |
| 2020-09-30 | $828k | 5.6k | 147.23 |
| 2020-06-30 | $767k | 5.9k | 130.95 |
| 2020-03-31 | $967k | 9.1k | 106.39 |
| 2019-12-31 | $1.4M | 11k | 125.54 |
| 2019-09-30 | $3.3M | 28k | 119.23 |
| 2019-06-30 | $3.4M | 28k | 118.62 |
| 2019-03-31 | $3.1M | 28k | 112.17 |
| 2018-12-31 | $2.8M | 27k | 100.23 |
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