Ishares Tr Msci Usa Momentum Factor shares owned by IFP Advisors
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 20k | 256.49 |
| 2025-06-30 | $5.0M | 21k | 240.36 |
| 2025-03-31 | $9.8M | 48k | 202.13 |
| 2024-12-31 | $2.8M | 13k | 206.97 |
| 2024-09-30 | $2.2M | 11k | 202.77 |
| 2024-06-30 | $2.0M | 10k | 194.87 |
| 2024-03-31 | $2.0M | 11k | 187.35 |
| 2023-12-31 | $86k | 549 | 156.89 |
| 2023-09-30 | $261k | 1.9k | 139.71 |
| 2023-06-30 | $323k | 2.9k | 111.88 |
| 2023-03-31 | $882k | 7.9k | 111.89 |
| 2022-12-31 | $6.6M | 58k | 114.41 |
| 2022-09-30 | $4.9M | 43k | 112.93 |
| 2022-06-30 | $1.3M | 12k | 113.71 |
| 2022-03-31 | $2.0M | 18k | 112.35 |
| 2021-12-31 | $1.1M | 6.2k | 184.11 |
| 2021-09-30 | $4.2M | 24k | 175.97 |
| 2021-06-30 | $2.2M | 12k | 175.19 |
| 2021-03-31 | $3.8M | 24k | 159.96 |
| 2020-12-31 | $3.8M | 24k | 161.07 |
| 2020-09-30 | $3.2M | 21k | 147.27 |
| 2020-06-30 | $951k | 7.4k | 127.96 |
| 2020-03-31 | $1.1M | 9.8k | 108.64 |
| 2019-12-31 | $745k | 5.9k | 126.01 |
| 2019-09-30 | $2.1M | 18k | 118.60 |
| 2019-03-31 | $626k | 5.6k | 111.89 |
| 2018-12-31 | $3.7M | 38k | 98.89 |
| 2018-09-30 | $8.3M | 70k | 119.00 |
| 2018-06-30 | $7.1M | 65k | 109.70 |
| 2018-03-31 | $3.7M | 35k | 103.14 |
| 2017-12-31 | $3.7M | 35k | 103.14 |
| 2017-09-30 | $2.8M | 30k | 95.68 |
| 2017-06-30 | $3.0M | 34k | 88.88 |
| 2017-03-31 | $354k | 4.3k | 82.61 |
| 2016-12-31 | $220k | 2.9k | 76.02 |
| 2016-09-30 | $193k | 2.5k | 77.32 |
| 2016-06-30 | $189k | 2.5k | 76.24 |
| 2016-03-31 | $130k | 1.8k | 72.87 |
| 2015-12-31 | $54k | 741 | 72.87 |
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