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Ishares Tr Msci Usa Momentum Factor shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $397k 1.6k 250.31
2023-09-30 $31k 222 139.75
2023-06-30 $31k 214 144.40
2023-03-31 $2.0k 14 141.14
2022-12-31 $2.1k 14 147.86
2020-09-30 $22k 150 146.67