Ishares Tr Msci Usa Momentum Factor shares owned by Successful Portfolios
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $265k | 1.4k | 187.35 |
| 2023-12-31 | $222k | 1.4k | 157.00 |
| 2023-06-30 | $205k | 1.4k | 144.32 |
| 2023-03-31 | $413k | 3.0k | 139.06 |
| 2022-12-31 | $409k | 2.8k | 145.81 |
| 2022-03-31 | $244k | 1.5k | 167.93 |
| 2021-12-31 | $276k | 1.5k | 182.06 |
| 2021-09-30 | $313k | 1.8k | 175.45 |
| 2021-06-30 | $512k | 3.0k | 173.50 |
| 2021-03-31 | $524k | 3.3k | 160.79 |
| 2020-12-31 | $230k | 1.4k | 161.40 |
| 2020-09-30 | $212k | 1.4k | 147.12 |
| 2019-12-31 | $244k | 1.9k | 125.77 |
| 2019-09-30 | $257k | 2.2k | 119.37 |
| 2018-09-30 | $233k | 2.0k | 119.24 |
| 2018-06-30 | $223k | 2.0k | 109.53 |
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