Ishares Tr Msci Usa Momentum Factor shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.0M | 32k | 156.89 |
| 2023-09-30 | $4.6M | 33k | 139.70 |
| 2023-06-30 | $5.1M | 35k | 144.25 |
| 2023-03-31 | $5.5M | 40k | 139.04 |
| 2022-12-31 | $18M | 123k | 145.93 |
| 2022-09-30 | $2.6M | 20k | 131.18 |
| 2022-06-30 | $3.0M | 22k | 136.38 |
| 2022-03-31 | $3.8M | 23k | 168.28 |
| 2021-12-31 | $4.2M | 23k | 181.80 |
| 2021-09-30 | $4.2M | 24k | 175.59 |
| 2021-06-30 | $11M | 65k | 173.42 |
| 2021-03-31 | $10M | 63k | 160.85 |
| 2020-12-31 | $4.2M | 26k | 161.29 |
| 2020-09-30 | $4.1M | 28k | 147.39 |
| 2020-06-30 | $4.3M | 33k | 130.99 |
| 2020-03-31 | $15M | 143k | 106.48 |
| 2019-12-31 | $16M | 126k | 125.56 |
| 2019-09-30 | $11M | 95k | 119.25 |
| 2019-06-30 | $11M | 94k | 118.60 |
| 2019-03-31 | $9.8M | 88k | 112.18 |
| 2018-12-31 | $7.0M | 70k | 100.24 |
| 2018-09-30 | $8.8M | 74k | 119.00 |
| 2018-06-30 | $7.7M | 71k | 109.70 |
| 2018-03-31 | $2.8M | 34k | 82.65 |
| 2017-12-31 | $3.5M | 34k | 103.12 |
| 2017-09-30 | $3.1M | 33k | 95.67 |
| 2017-06-30 | $3.3M | 37k | 88.89 |
| 2017-03-31 | $2.8M | 34k | 82.66 |
| 2016-12-31 | $2.7M | 36k | 75.87 |
| 2016-09-30 | $2.2M | 28k | 77.36 |
| 2016-06-30 | $2.2M | 29k | 76.41 |
| 2016-03-31 | $2.0M | 28k | 73.10 |
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