Ishares Tr Msci Usa Momentum Factor shares owned by Copperleaf Capital
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Copperleaf Capital
from 13F filings
Historical chart of Copperleaf Capital investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Copperleaf Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.5k | 256.47 |
| 2025-06-30 | $1.3M | 5.5k | 240.30 |
| 2025-03-31 | $1.0M | 5.0k | 202.13 |
| 2023-03-31 | $792k | 5.7k | 139.05 |
| 2022-12-31 | $741k | 5.1k | 145.93 |
| 2022-06-30 | $721k | 5.3k | 136.32 |
| 2022-03-31 | $872k | 5.2k | 168.37 |
| 2021-12-31 | $900k | 5.0k | 181.74 |
| 2021-09-30 | $698k | 4.0k | 175.64 |
| 2021-06-30 | $570k | 3.3k | 173.52 |
| 2021-03-31 | $531k | 3.3k | 160.76 |
| 2019-12-31 | $829k | 6.6k | 125.57 |
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