Ishares Tr Msci Usa Momentum Factor shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $470k | 1.9k | 250.30 |
| 2025-09-30 | $321k | 1.3k | 256.16 |
| 2025-06-30 | $1.9M | 7.9k | 240.35 |
| 2025-03-31 | $1.7M | 8.4k | 202.15 |
| 2024-12-31 | $281k | 1.4k | 206.83 |
| 2022-03-31 | $4.0M | 24k | 168.28 |
| 2021-12-31 | $194k | 1.1k | 181.65 |
| 2021-09-30 | $3.8M | 22k | 175.61 |
| 2021-06-30 | $152k | 874 | 173.91 |
| 2021-03-31 | $7.0k | 45 | 155.56 |
| 2020-12-31 | $60k | 370 | 162.16 |
| 2020-09-30 | $1.7M | 12k | 147.41 |
| 2020-06-30 | $1.3M | 10k | 130.97 |
| 2019-12-31 | $32k | 258 | 124.03 |
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