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Ishares Tr Msci Usa Momentum Factor shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management 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 Straight Path Wealth Management 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 Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 63k 202.76
2024-06-30 $12M 63k 194.87
2024-03-31 $11M 60k 187.35
2023-12-31 $9.5M 60k 156.89
2023-09-30 $7.8M 56k 139.70
2023-06-30 $7.7M 53k 144.25
2023-03-31 $4.5M 33k 139.04
2022-12-31 $4.4M 30k 145.93
2022-09-30 $4.2M 32k 131.17
2022-06-30 $3.9M 29k 136.35
2022-03-31 $5.1M 30k 168.27
2021-12-31 $3.9M 22k 181.82