Ishares Tr Msci Usa Momentum Factor shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management 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 Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 880 | 256.53 |
| 2025-06-30 | $267k | 1.1k | 240.38 |
| 2025-03-31 | $270k | 1.3k | 202.06 |
| 2024-12-31 | $225k | 1.1k | 207.00 |
More positions owned by Lakeridge Wealth Management
View all positions for Lakeridge Wealth Management
Top funds holding Ishares Tr Msci Usa Momentum Factor
View all funds holding Ishares Tr Msci Usa Momentum Factor