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Ishares Tr Msci Usa Momentum Factor shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $454k 1.8k 256.42
2023-09-30 $295k 2.1k 139.69
2023-06-30 $365k 2.5k 144.24
2023-03-31 $483k 3.5k 139.03
2022-12-31 $393k 2.7k 145.93
2022-09-30 $353k 2.7k 131.13
2022-06-30 $380k 2.8k 136.20
2022-03-31 $515k 3.1k 168.19
2021-12-31 $1.3M 7.1k 181.77
2021-09-30 $1.2M 7.1k 175.55
2021-06-30 $1.2M 7.1k 173.43