Ishares Tr Msci Usa Momentum Factor shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $522k | 3.3k | 156.89 |
| 2023-09-30 | $474k | 3.4k | 139.70 |
| 2023-06-30 | $554k | 3.8k | 144.25 |
| 2023-03-31 | $691k | 5.0k | 139.04 |
| 2022-12-31 | $948k | 6.5k | 145.93 |
| 2022-09-30 | $880k | 6.7k | 131.23 |
| 2022-06-30 | $952k | 7.0k | 136.37 |
| 2022-03-31 | $1.2M | 7.4k | 168.21 |
| 2021-12-31 | $1.5M | 8.4k | 181.84 |
| 2021-09-30 | $1.7M | 9.7k | 175.61 |
| 2021-06-30 | $1.7M | 9.8k | 173.42 |
| 2021-03-31 | $1.6M | 9.9k | 160.90 |
| 2020-12-31 | $1.6M | 10k | 161.29 |
| 2020-09-30 | $2.0M | 13k | 147.39 |
| 2020-06-30 | $2.4M | 18k | 131.02 |
| 2020-03-31 | $2.3M | 22k | 106.49 |
| 2019-12-31 | $2.8M | 22k | 125.55 |
| 2019-09-30 | $2.6M | 22k | 119.27 |
| 2019-06-30 | $2.5M | 21k | 118.62 |
| 2019-03-31 | $2.1M | 19k | 112.20 |
| 2018-12-31 | $1.4M | 14k | 100.25 |
| 2018-09-30 | $1.7M | 14k | 119.03 |
| 2018-06-30 | $1.2M | 11k | 109.70 |
| 2018-03-31 | $1.0M | 9.7k | 105.90 |
| 2017-12-31 | $955k | 9.3k | 103.13 |
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