Ishares Tr Msci Usa Momentum Factor shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 200 | 256.45 |
| 2025-06-30 | $48k | 200 | 240.32 |
| 2025-03-31 | $20k | 100 | 202.13 |
| 2024-12-31 | $67k | 322 | 206.92 |
| 2024-09-30 | $45k | 222 | 202.76 |
| 2024-06-30 | $43k | 222 | 194.87 |
| 2024-03-31 | $42k | 222 | 187.35 |
| 2023-09-30 | $73k | 522 | 139.70 |
| 2023-06-30 | $75k | 522 | 144.25 |
| 2023-03-31 | $73k | 522 | 139.04 |
| 2022-12-31 | $76k | 522 | 145.93 |
| 2021-12-31 | $276k | 1.5k | 181.70 |
| 2021-09-30 | $231k | 1.3k | 175.40 |
| 2021-06-30 | $228k | 1.3k | 173.25 |
| 2021-03-31 | $212k | 1.3k | 161.22 |
| 2020-12-31 | $212k | 1.3k | 161.22 |
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