Ishares Tr Msci Usa Momentum Factor shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $32M | 169k | 187.35 |
| 2024-06-30 | $28M | 143k | 194.87 |
| 2024-03-31 | $32M | 169k | 187.35 |
| 2023-12-31 | $30M | 189k | 156.89 |
| 2023-09-30 | $35M | 253k | 139.70 |
| 2023-06-30 | $51M | 357k | 144.25 |
| 2023-03-31 | $59M | 408k | 143.67 |
| 2022-12-31 | $61M | 415k | 145.93 |
| 2022-09-30 | $56M | 430k | 131.17 |
| 2022-06-30 | $60M | 439k | 136.37 |
| 2022-03-31 | $79M | 471k | 168.27 |
| 2021-12-31 | $90M | 493k | 181.82 |
| 2021-09-30 | $85M | 484k | 175.60 |
| 2021-06-30 | $86M | 496k | 173.43 |
| 2021-03-31 | $85M | 527k | 160.86 |
| 2020-12-31 | $91M | 565k | 161.29 |
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