Ishares Tr Msci Usa Momentum Factor shares owned by Betterment
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 6.5k | 256.41 |
| 2025-06-30 | $1.7M | 7.2k | 240.35 |
| 2025-03-31 | $1.1M | 5.4k | 202.10 |
| 2024-12-31 | $3.5M | 17k | 206.91 |
| 2024-09-30 | $3.5M | 17k | 202.76 |
| 2024-06-30 | $3.6M | 19k | 194.86 |
| 2024-03-31 | $3.4M | 18k | 187.37 |
| 2023-12-31 | $2.9M | 18k | 156.89 |
| 2023-09-30 | $2.9M | 21k | 139.68 |
| 2023-06-30 | $2.6M | 18k | 144.24 |
| 2023-03-31 | $2.2M | 16k | 139.07 |
| 2022-12-31 | $1.8M | 12k | 145.95 |
| 2022-09-30 | $1.4M | 11k | 136.36 |
| 2022-06-30 | $1.4M | 11k | 136.36 |
| 2022-03-31 | $1.5M | 9.0k | 168.25 |
| 2021-12-31 | $1.3M | 7.3k | 181.81 |
| 2021-09-30 | $1.0M | 6.0k | 175.67 |
| 2021-06-30 | $454k | 2.6k | 173.55 |
| 2021-03-31 | $352k | 2.2k | 160.80 |
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