Ishares Tr Msci Usa Momentum Factor shares owned by ValMark Advisers
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 14k | 202.76 |
| 2024-06-30 | $2.7M | 14k | 194.87 |
| 2024-03-31 | $2.6M | 14k | 187.35 |
| 2023-12-31 | $2.2M | 14k | 156.89 |
| 2023-09-30 | $2.3M | 16k | 139.70 |
| 2023-06-30 | $2.4M | 17k | 144.25 |
| 2023-03-31 | $2.4M | 17k | 139.04 |
| 2022-12-31 | $2.9M | 20k | 145.93 |
| 2022-09-30 | $2.5M | 19k | 131.16 |
| 2022-06-30 | $2.8M | 21k | 136.39 |
| 2022-03-31 | $5.2M | 31k | 168.28 |
| 2021-12-31 | $12M | 66k | 181.82 |
| 2021-09-30 | $3.0M | 17k | 175.60 |
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