Capital Planning »

Ishares Tr Msci Usa Momentum Factor shares owned by Capital Planning

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Capital Planning from 13F filings

Historical chart of Capital Planning investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Capital Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Capital Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 36k 156.89
2023-09-30 $5.3M 38k 140.11
2023-06-30 $5.2M 36k 144.25
2023-03-31 $5.0M 36k 139.04
2022-12-31 $4.5M 31k 145.93
2022-09-30 $4.2M 32k 132.21
2022-06-30 $4.4M 32k 136.37
2022-03-31 $7.4M 44k 168.27
2021-12-31 $8.0M 44k 181.83
2021-09-30 $7.7M 44k 175.60
2021-06-30 $7.4M 43k 173.44
2021-03-31 $6.8M 42k 160.86
2020-12-31 $6.6M 41k 161.29