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Ishares Tr Msci Usa Momentum Factor shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 1.3k 202.72
2024-03-31 $247k 1.3k 187.33
2023-12-31 $242k 1.5k 156.93
2022-12-31 $4.4M 30k 145.93
2022-09-30 $170k 1.3k 131.07