Ishares Tr Msci Usa Momentum Factor shares owned by Sound Financial Strategies Group
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Sound Financial Strategies Group
from 13F filings
Historical chart of Sound Financial Strategies Group investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Sound Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 11k | 256.45 |
| 2025-06-30 | $1.0M | 4.3k | 240.32 |
| 2025-03-31 | $926k | 4.6k | 202.13 |
| 2024-12-31 | $596k | 2.9k | 206.92 |
| 2024-09-30 | $324k | 1.6k | 202.76 |
| 2024-06-30 | $316k | 1.6k | 194.87 |
| 2023-09-30 | $84k | 600 | 139.70 |
| 2023-06-30 | $89k | 615 | 144.25 |
| 2023-03-31 | $87k | 625 | 139.04 |
| 2022-12-31 | $6.2M | 43k | 145.93 |
| 2022-09-30 | $102k | 778 | 131.11 |
| 2022-06-30 | $100k | 735 | 136.05 |
| 2022-03-31 | $123k | 732 | 168.03 |
| 2021-12-31 | $2.0M | 11k | 181.82 |
| 2021-09-30 | $3.8M | 22k | 175.58 |
| 2021-06-30 | $320k | 1.8k | 173.44 |
| 2021-03-31 | $194k | 1.2k | 161.00 |
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