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Ishares Tr Msci Usa Momentum Factor shares owned by Well Done

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

Historical chart of Well Done investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Well Done 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 Well Done

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 59k 202.76
2024-06-30 $12M 59k 194.87
2024-03-31 $11M 60k 187.35
2023-12-31 $20M 127k 156.89
2023-09-30 $19M 136k 139.70
2023-06-30 $21M 146k 144.25
2023-03-31 $21M 151k 139.03
2022-12-31 $22M 152k 145.93
2022-09-30 $20M 152k 131.18
2022-06-30 $21M 155k 136.37
2022-03-31 $25M 151k 168.27
2021-12-31 $27M 148k 181.82
2021-09-30 $26M 146k 175.60
2021-06-30 $26M 148k 173.43
2021-03-31 $26M 162k 160.86
2020-12-31 $27M 166k 161.29
2020-09-30 $27M 181k 147.40
2020-06-30 $25M 188k 131.00
2020-03-31 $21M 193k 106.48
2019-12-31 $27M 215k 125.56
2019-09-30 $26M 221k 119.25
2019-06-30 $27M 231k 118.60
2019-03-31 $26M 234k 112.18
2018-12-31 $32M 317k 100.23
2018-09-30 $36M 299k 119.00
2018-06-30 $33M 297k 109.70
2018-03-31 $29M 273k 105.92
2017-12-31 $28M 267k 103.13
2017-09-30 $28M 297k 95.68
2017-06-30 $24M 272k 88.89
2017-03-31 $23M 275k 82.65
2016-12-31 $24M 313k 75.86
2016-09-30 $30M 422k 69.79
2016-06-30 $34M 441k 76.40
2016-03-31 $35M 472k 73.10
2015-12-31 $1.3M 18k 73.31

More positions owned by Well Done

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Voxx Intl Corp Cl A (VOXX)
Ishares Tr Msci Usa Min Vol (USMV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Mmentm (MTUM)
Gentex Corporation (GNTX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Abbvie (ABBV)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Min Vl (EFAV)

View all positions for Well Done

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Bank of America Corporation
Ronald Blue Trust
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
BlackRock
Savant Capital Management
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor