Ishares Tr Msci Usa Momentum Factor shares owned by Sontag Advisory
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $7.4M | 22k | 342.83 |
| 2026-03-31 | $820k | 3.4k | 239.99 |
| 2025-12-31 | $1.3M | 5.0k | 250.32 |
| 2025-09-30 | $358k | 1.4k | 256.45 |
| 2025-06-30 | $335k | 1.4k | 240.32 |
| 2025-03-31 | $317k | 1.6k | 202.13 |
| 2024-12-31 | $371k | 1.8k | 206.92 |
| 2021-03-31 | $444k | 2.8k | 160.93 |
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