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Ishares Tr Msci Usa Momentum Factor shares owned by W Advisors

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

Historical chart of W Advisors investment in Ishares Tr Msci Usa Momentum Factor

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025300k400k500k600k20002200240026002800
Value ($)Share countHistorical MTUM position of W Advisors Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr Msci Usa Momentum Factor held by W Advisors 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 W Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $589k 2.8k 206.92
2022-12-31 $310k 2.1k 145.93
2021-12-31 $349k 1.9k 181.55