Ishares Tr Msci Usa Momentum Factor shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 24k | 202.76 |
| 2024-06-30 | $4.8M | 25k | 194.87 |
| 2024-03-31 | $4.8M | 25k | 187.35 |
| 2023-12-31 | $4.1M | 26k | 156.89 |
| 2023-09-30 | $6.1M | 43k | 139.70 |
| 2023-06-30 | $9.1M | 63k | 144.25 |
| 2023-03-31 | $11M | 78k | 139.04 |
| 2022-12-31 | $12M | 83k | 145.93 |
| 2022-09-30 | $12M | 90k | 131.17 |
| 2022-06-30 | $14M | 100k | 136.37 |
| 2022-03-31 | $17M | 100k | 168.27 |
| 2021-12-31 | $18M | 100k | 181.82 |
| 2021-09-30 | $16M | 90k | 175.60 |
| 2021-06-30 | $15M | 86k | 173.44 |
| 2021-03-31 | $14M | 88k | 160.86 |
| 2020-12-31 | $11M | 68k | 161.29 |
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