Ishares Tr Msci Usa Momentum Factor shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 9.0k | 256.45 |
| 2025-06-30 | $2.2M | 9.1k | 240.31 |
| 2025-03-31 | $1.8M | 9.0k | 202.13 |
| 2024-12-31 | $1.1M | 5.1k | 206.92 |
| 2023-09-30 | $747k | 5.3k | 139.71 |
| 2023-06-30 | $929k | 6.3k | 146.38 |
| 2023-03-31 | $1.5M | 11k | 139.05 |
| 2022-12-31 | $2.8M | 19k | 145.93 |
| 2022-09-30 | $1.2M | 8.5k | 135.10 |
| 2022-06-30 | $680k | 5.0k | 136.38 |
| 2022-03-31 | $916k | 5.4k | 168.35 |
| 2021-12-31 | $1.4M | 7.5k | 181.88 |
| 2021-09-30 | $1.4M | 8.0k | 175.66 |
| 2021-06-30 | $1.8M | 11k | 173.43 |
| 2021-03-31 | $2.4M | 15k | 160.87 |
| 2020-12-31 | $609k | 3.8k | 161.32 |
| 2020-09-30 | $554k | 3.8k | 147.34 |
| 2020-06-30 | $505k | 3.9k | 131.10 |
| 2020-03-31 | $466k | 4.4k | 106.44 |
| 2019-12-31 | $516k | 4.1k | 125.55 |
| 2019-09-30 | $1.5M | 13k | 119.23 |
| 2019-06-30 | $1.1M | 9.4k | 118.62 |
| 2019-03-31 | $848k | 7.6k | 112.21 |
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