Ishares Tr Msci Usa Momentum Factor shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $156k | 651 | 240.32 |
| 2025-03-31 | $122k | 603 | 202.13 |
| 2024-12-31 | $119k | 576 | 206.92 |
| 2024-09-30 | $15k | 75 | 202.76 |
| 2024-06-30 | $16k | 81 | 194.86 |
| 2024-03-31 | $24k | 129 | 187.35 |
| 2023-12-31 | $42k | 269 | 156.89 |
| 2023-09-30 | $88k | 633 | 139.70 |
| 2023-06-30 | $91k | 633 | 144.25 |
| 2023-03-31 | $88k | 633 | 139.04 |
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