Ishares Tr Msci Usa Momentum Factor shares owned by Lee Financial
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 8.6k | 156.89 |
| 2023-09-30 | $2.3M | 16k | 139.91 |
| 2023-06-30 | $6.9M | 48k | 144.25 |
| 2023-03-31 | $19M | 133k | 139.04 |
| 2022-12-31 | $20M | 137k | 145.93 |
| 2022-09-30 | $18M | 141k | 131.17 |
| 2022-06-30 | $19M | 142k | 136.37 |
| 2022-03-31 | $24M | 142k | 168.27 |
| 2021-12-31 | $24M | 134k | 181.82 |
| 2021-09-30 | $23M | 131k | 175.60 |
| 2021-06-30 | $22M | 128k | 173.43 |
| 2021-03-31 | $20M | 121k | 160.86 |
| 2020-12-31 | $19M | 116k | 161.29 |
| 2020-09-30 | $17M | 113k | 147.40 |
| 2020-06-30 | $13M | 100k | 131.00 |
| 2020-03-31 | $2.4M | 22k | 106.47 |
| 2018-06-30 | $73k | 663 | 110.11 |
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