Ishares Tr Msci Usa Momentum Factor shares owned by Meredith Wealth Planning
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Meredith Wealth Planning
from 13F filings
Historical chart of Meredith Wealth Planning investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Meredith Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 85k | 256.45 |
| 2025-06-30 | $21M | 87k | 240.32 |
| 2025-03-31 | $17M | 83k | 202.13 |
| 2024-12-31 | $18M | 85k | 206.92 |
| 2024-09-30 | $17M | 85k | 202.76 |
| 2024-06-30 | $17M | 86k | 194.87 |
| 2024-03-31 | $17M | 88k | 187.35 |
| 2023-12-31 | $14M | 90k | 156.89 |
| 2023-09-30 | $17M | 124k | 139.70 |
| 2023-06-30 | $18M | 126k | 144.25 |
| 2023-03-31 | $19M | 135k | 139.04 |
| 2022-12-31 | $18M | 124k | 145.93 |
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