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Ishares Tr Msci Usa Momentum Factor shares owned by Lineweaver Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Lineweaver Wealth Advisors from 13F filings

Historical chart of Lineweaver Wealth Advisors investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Lineweaver Wealth Advisors 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 Lineweaver Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 29k 256.45
2025-06-30 $7.1M 29k 240.32
2025-03-31 $5.9M 29k 202.64
2024-12-31 $5.6M 27k 207.40
2021-06-30 $3.0M 17k 173.40