Ishares Tr Msci Usa Momentum Factor shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $295k | 1.5k | 202.76 |
| 2024-06-30 | $285k | 1.5k | 194.87 |
| 2024-03-31 | $300k | 1.6k | 187.35 |
| 2023-12-31 | $262k | 1.7k | 156.89 |
| 2023-09-30 | $237k | 1.7k | 139.70 |
| 2023-06-30 | $244k | 1.7k | 144.25 |
| 2023-03-31 | $246k | 1.8k | 139.04 |
| 2022-12-31 | $258k | 1.8k | 145.93 |
| 2022-09-30 | $231k | 1.8k | 131.03 |
| 2022-06-30 | $281k | 2.1k | 136.21 |
| 2021-12-31 | $528k | 2.9k | 181.82 |
| 2021-03-31 | $382k | 2.3k | 168.06 |
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