Ishares Tr Msci Usa Momentum Factor shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $65k | 613 | 106.04 |
| 2017-12-31 | $78k | 753 | 103.59 |
| 2017-09-30 | $77k | 803 | 95.89 |
| 2017-06-30 | $79k | 894 | 88.37 |
| 2017-03-31 | $75k | 916 | 81.88 |
| 2016-12-31 | $316k | 4.2k | 75.63 |
| 2016-09-30 | $1.0M | 13k | 77.35 |
| 2016-06-30 | $337k | 4.4k | 76.21 |
| 2016-03-31 | $968k | 13k | 73.07 |
| 2015-12-31 | $305k | 4.2k | 73.14 |
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