Ishares Tr Msci Usa Momentum Factor shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 88k | 156.89 |
| 2023-09-30 | $12M | 86k | 139.70 |
| 2023-06-30 | $12M | 85k | 144.26 |
| 2023-03-31 | $78k | 11M | 0.01 |
| 2022-12-31 | $9.8M | 67k | 145.93 |
| 2022-09-30 | $9.0M | 68k | 131.18 |
| 2022-06-30 | $8.7M | 64k | 136.37 |
| 2022-03-31 | $10M | 62k | 168.27 |
| 2021-12-31 | $10M | 55k | 181.82 |
| 2021-09-30 | $9.5M | 54k | 175.60 |
| 2021-06-30 | $8.3M | 48k | 173.43 |
| 2021-03-31 | $7.3M | 45k | 160.87 |
| 2020-12-31 | $6.7M | 42k | 161.30 |
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