Ishares Tr Msci Usa Momentum Factor shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $875k | 4.2k | 206.92 |
| 2024-09-30 | $858k | 4.2k | 202.76 |
| 2024-06-30 | $835k | 4.3k | 194.87 |
| 2024-03-31 | $970k | 5.2k | 187.35 |
| 2023-12-31 | $1.6M | 9.9k | 156.89 |
| 2023-09-30 | $2.3M | 17k | 139.70 |
| 2023-06-30 | $2.7M | 19k | 144.25 |
| 2023-03-31 | $3.0M | 22k | 139.04 |
| 2022-12-31 | $3.4M | 23k | 145.91 |
| 2022-09-30 | $2.6M | 20k | 131.16 |
| 2022-06-30 | $2.7M | 20k | 136.37 |
| 2022-03-31 | $2.8M | 16k | 168.30 |
| 2021-12-31 | $2.8M | 16k | 181.85 |
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