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Ishares Tr Msci Usa Momentum Factor shares owned by Keystone Financial Services

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Keystone 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 Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 26k 256.45
2025-06-30 $6.2M 26k 240.32
2025-03-31 $5.4M 27k 202.13
2024-12-31 $314k 1.5k 207.00
2022-12-31 $3.4M 23k 145.13
2022-09-30 $3.3M 23k 145.26
2021-12-31 $333k 1.8k 181.31