Ishares Tr Msci Usa Momentum Factor shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $307k | 1.6k | 187.35 |
| 2023-12-31 | $245k | 1.6k | 156.89 |
| 2023-09-30 | $237k | 1.7k | 139.70 |
| 2023-06-30 | $274k | 1.9k | 144.25 |
| 2023-03-31 | $373k | 2.7k | 139.04 |
| 2022-12-31 | $444k | 3.0k | 145.93 |
| 2022-09-30 | $393k | 3.0k | 131.26 |
| 2022-06-30 | $549k | 4.0k | 136.40 |
| 2022-03-31 | $675k | 4.0k | 168.33 |
| 2021-12-31 | $713k | 3.9k | 181.89 |
| 2021-09-30 | $649k | 3.7k | 175.64 |
| 2021-06-30 | $646k | 3.7k | 173.42 |
| 2021-03-31 | $583k | 3.6k | 160.83 |
| 2020-12-31 | $674k | 4.2k | 161.28 |
| 2020-09-30 | $1.0M | 6.9k | 147.44 |
| 2020-06-30 | $878k | 6.7k | 130.97 |
| 2020-03-31 | $776k | 7.3k | 106.52 |
| 2019-12-31 | $880k | 7.0k | 125.53 |
| 2019-09-30 | $838k | 7.0k | 119.29 |
| 2019-06-30 | $650k | 5.5k | 118.61 |
| 2019-03-31 | $715k | 6.4k | 112.24 |
| 2018-12-31 | $540k | 5.4k | 100.28 |
| 2018-09-30 | $547k | 4.6k | 119.04 |
| 2018-06-30 | $352k | 3.2k | 109.66 |
More positions owned by Pinnacle Wealth Management Advisory
View all positions for Pinnacle Wealth Management Advisory
Top funds holding Ishares Tr Msci Usa Momentum Factor
View all funds holding Ishares Tr Msci Usa Momentum Factor