Robertson Stephens Wealth Management »

Ishares Tr Msci Usa Momentum Factor shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Tr Msci Usa Momentum Factor

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20251M2M3M5k10k15k20k
Value ($)Share countHistorical MTUM position of Robertson Stephens Wealth … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 6.0k 206.93
2024-09-30 $760k 3.7k 202.78
2024-03-31 $1.2M 6.2k 187.36
2023-12-31 $1.2M 7.7k 156.90
2023-09-30 $1.3M 9.4k 140.16
2023-06-30 $1.9M 13k 144.25
2023-03-31 $2.5M 18k 139.04
2022-12-31 $3.1M 21k 145.93
2022-09-30 $2.4M 18k 131.17
2022-06-30 $2.6M 19k 136.33
2022-03-31 $2.9M 17k 168.25
2021-12-31 $3.0M 17k 181.76
2021-06-30 $343k 2.0k 173.41