Ishares Tr Msci Usa Momentum Factor shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $409k | 2.0k | 206.92 |
| 2024-09-30 | $400k | 2.0k | 202.76 |
| 2024-06-30 | $385k | 2.0k | 194.87 |
| 2024-03-31 | $370k | 2.0k | 187.35 |
| 2023-12-31 | $310k | 2.0k | 156.89 |
| 2023-09-30 | $276k | 2.0k | 139.70 |
| 2023-06-30 | $285k | 2.0k | 144.25 |
| 2023-03-31 | $275k | 2.0k | 139.04 |
| 2022-12-31 | $288k | 2.0k | 145.93 |
| 2022-09-30 | $258k | 2.0k | 130.70 |
| 2022-06-30 | $300k | 2.2k | 135.93 |
| 2022-03-31 | $337k | 2.0k | 167.83 |
| 2021-12-31 | $590k | 3.2k | 181.59 |
| 2021-09-30 | $570k | 3.2k | 175.44 |
| 2021-06-30 | $563k | 3.2k | 173.28 |
| 2021-03-31 | $517k | 3.2k | 160.81 |
| 2020-12-31 | $318k | 2.0k | 161.09 |
| 2020-09-30 | $290k | 2.0k | 146.91 |
| 2020-06-30 | $258k | 2.0k | 130.70 |
| 2020-03-31 | $211k | 2.0k | 106.35 |
| 2018-12-31 | $13k | 139 | 93.53 |
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