Ishares Tr Msci Usa Momentum Factor shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG 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 IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $909k | 4.9k | 187.35 |
| 2023-12-31 | $911k | 5.8k | 156.89 |
| 2023-09-30 | $1.0M | 7.3k | 139.71 |
| 2023-06-30 | $2.0M | 14k | 144.25 |
| 2023-03-31 | $2.8M | 20k | 139.04 |
| 2022-12-31 | $3.6M | 25k | 145.93 |
| 2022-09-30 | $4.0M | 31k | 131.16 |
| 2022-06-30 | $4.4M | 33k | 136.38 |
| 2022-03-31 | $6.7M | 40k | 168.28 |
| 2021-12-31 | $7.7M | 42k | 181.82 |
| 2021-09-30 | $8.0M | 46k | 175.62 |
| 2021-06-30 | $8.3M | 48k | 173.43 |
| 2021-03-31 | $8.1M | 50k | 160.86 |
| 2020-12-31 | $7.5M | 46k | 161.30 |
| 2020-09-30 | $6.5M | 44k | 147.42 |
| 2020-06-30 | $5.4M | 41k | 131.02 |
| 2020-03-31 | $2.6M | 25k | 106.49 |
| 2019-12-31 | $703k | 5.6k | 125.60 |
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