Ishares Tr Msci Usa Momentum Factor shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 12k | 202.76 |
| 2024-06-30 | $2.5M | 13k | 194.87 |
| 2024-03-31 | $2.8M | 15k | 187.35 |
| 2023-12-31 | $3.1M | 20k | 156.89 |
| 2023-09-30 | $4.1M | 29k | 139.70 |
| 2023-06-30 | $12M | 86k | 144.25 |
| 2023-03-31 | $13M | 91k | 139.04 |
| 2022-12-31 | $13M | 87k | 145.93 |
| 2022-09-30 | $12M | 88k | 131.18 |
| 2022-06-30 | $13M | 93k | 136.37 |
| 2022-03-31 | $17M | 100k | 168.27 |
| 2021-12-31 | $18M | 98k | 181.82 |
| 2021-09-30 | $16M | 92k | 175.60 |
| 2021-06-30 | $16M | 92k | 173.43 |
| 2021-03-31 | $15M | 95k | 160.86 |
| 2020-12-31 | $15M | 93k | 161.29 |
| 2020-09-30 | $13M | 86k | 147.40 |
| 2020-06-30 | $11M | 86k | 131.00 |
| 2020-03-31 | $8.6M | 81k | 106.48 |
| 2019-12-31 | $9.9M | 79k | 125.56 |
| 2019-09-30 | $7.8M | 66k | 119.26 |
| 2019-06-30 | $6.2M | 52k | 118.59 |
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