Ishares Tr Msci Usa Momentum Factor shares owned by Wealth Alliance
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 21k | 256.45 |
| 2025-06-30 | $4.4M | 19k | 240.33 |
| 2025-03-31 | $3.6M | 18k | 202.13 |
| 2024-12-31 | $4.5M | 22k | 206.92 |
| 2023-03-31 | $305k | 2.2k | 139.05 |
| 2022-12-31 | $2.4M | 16k | 145.93 |
| 2021-06-30 | $853k | 4.9k | 173.52 |
| 2021-03-31 | $376k | 2.3k | 160.68 |
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