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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

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202501M2M3M4M050k100k150k
Value ($)Share countHistorical MTUM position of Kelly Financial Services Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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