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Ishares Tr Msci Usa Momentum Factor shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Sharkey, Howes & Javer 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 Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 39k 256.45
2025-06-30 $9.2M 38k 240.32
2025-03-31 $7.5M 37k 202.13
2024-12-31 $6.5M 31k 206.92
2022-12-31 $4.1M 28k 145.93
2021-06-30 $4.5M 26k 173.41
2021-03-31 $3.4M 21k 160.88
2019-09-30 $2.3M 20k 119.26
2019-06-30 $2.1M 18k 118.57
2019-03-31 $2.1M 18k 112.19
2018-12-31 $630k 6.3k 100.22
2018-09-30 $702k 5.9k 118.96
2018-06-30 $747k 6.8k 109.63
2018-03-31 $1.0k 6 166.67