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Ishares Tr Msci Usa Momentum Factor shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $615k 3.0k 202.76
2024-03-31 $19M 100k 187.35
2023-12-31 $4.8M 31k 156.25
2023-09-30 $3.6M 26k 139.70
2023-06-30 $5.4M 16k 349.85
2023-03-31 $2.2M 16k 139.04
2022-12-31 $3.1M 22k 145.93
2022-09-30 $548k 4.2k 131.19
2022-06-30 $501k 3.7k 136.29
2022-03-31 $723k 4.3k 168.22
2021-12-31 $1.1M 6.1k 181.83
2021-09-30 $74M 423k 175.60
2021-06-30 $894k 5.2k 173.46
2021-03-31 $520k 3.2k 160.74
2020-12-31 $566k 3.5k 161.30
2020-09-30 $33M 225k 147.40
2020-06-30 $83k 776 106.96
2020-03-31 $83k 776 106.96
2019-12-31 $276k 2.2k 125.63