Ishares Tr Msci Usa Momentum Factor shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.5M | 39k | 240.32 |
| 2025-03-31 | $8.1M | 40k | 202.13 |
| 2024-12-31 | $8.0M | 39k | 206.92 |
| 2024-09-30 | $2.2M | 11k | 202.76 |
| 2024-06-30 | $2.2M | 11k | 194.87 |
| 2024-03-31 | $2.5M | 13k | 187.35 |
| 2023-12-31 | $2.2M | 14k | 156.89 |
| 2023-09-30 | $2.3M | 16k | 139.70 |
| 2023-06-30 | $1.2M | 8.4k | 144.26 |
| 2023-03-31 | $1.8M | 13k | 139.04 |
| 2022-12-31 | $3.5M | 24k | 145.93 |
| 2022-09-30 | $1.3M | 9.7k | 131.12 |
| 2022-06-30 | $1.5M | 11k | 136.35 |
| 2022-03-31 | $2.3M | 14k | 168.43 |
| 2021-12-31 | $2.8M | 15k | 181.94 |
| 2021-09-30 | $2.5M | 14k | 175.89 |
| 2021-06-30 | $2.5M | 14k | 174.50 |
| 2021-03-31 | $2.2M | 14k | 160.78 |
| 2020-12-31 | $2.1M | 13k | 161.34 |
| 2020-09-30 | $3.6M | 24k | 147.54 |
| 2020-06-30 | $1.5M | 12k | 131.38 |
| 2020-03-31 | $1.4M | 14k | 106.26 |
| 2019-12-31 | $1.9M | 15k | 125.65 |
| 2019-09-30 | $2.5M | 21k | 119.26 |
| 2019-06-30 | $3.5M | 30k | 118.60 |
| 2019-03-31 | $3.7M | 33k | 112.18 |
| 2018-12-31 | $3.2M | 32k | 100.20 |
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