Ishares Tr Msci Usa Momentum Factor shares owned by Calton & Associates
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $678k | 2.6k | 256.49 |
| 2025-06-30 | $640k | 2.7k | 240.31 |
| 2021-12-31 | $1.1M | 6.0k | 181.79 |
| 2021-09-30 | $1.5M | 8.3k | 175.49 |
| 2021-06-30 | $1.1M | 6.2k | 173.70 |
| 2021-03-31 | $773k | 4.8k | 160.84 |
| 2020-12-31 | $392k | 2.4k | 161.32 |
| 2020-06-30 | $470k | 3.6k | 130.99 |
| 2020-03-31 | $334k | 3.1k | 106.47 |
| 2019-12-31 | $428k | 3.4k | 125.62 |
| 2017-12-31 | $11k | 100 | 110.00 |
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