Cherry Tree Wealth Management »

Ishares Tr Msci Usa Momentum Factor shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management 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 Cherry Tree Wealth Management 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 1.1k 202.76
2024-06-30 $210k 1.1k 194.87
2024-03-31 $254k 1.4k 187.35
2023-12-31 $213k 1.4k 156.89
2023-09-30 $188k 1.3k 139.70
2023-06-30 $194k 1.3k 144.25