Ishares Tr Msci Usa Momentum Factor shares owned by Kelly Financial Services
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Kelly Financial Services
from 13F filings
Historical chart of Kelly Financial Services investment in Ishares Tr Msci Usa Momentum Factor
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All positions including Ishares Tr Msci Usa Momentum Factor held by Kelly Financial Services 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 Kelly Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $4.6M | 22k | 206.93 |
2024-06-30 | $34k | 175 | 195.30 |
2024-03-31 | $226k | 1.2k | 187.29 |
2023-12-31 | $25k | 162 | 156.80 |
2023-09-30 | $29k | 204 | 139.91 |
2023-06-30 | $50k | 348 | 144.21 |
2023-03-31 | $768k | 5.5k | 139.05 |
2022-12-31 | $3.5M | 24k | 145.93 |
2022-09-30 | $1.6k | 12 | 133.50 |
2022-06-30 | $1.7k | 12 | 137.75 |
2022-03-31 | $7.8k | 46 | 168.87 |
2021-12-31 | $2.2k | 12 | 182.75 |
2021-09-30 | $2.1k | 12 | 176.08 |
2021-06-30 | $934k | 162k | 5.77 |
2021-03-31 | $159k | 986 | 160.93 |
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