ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,947 Value ($000) $738 Avg Close Range
Q3 2025
Shares 2,942 Value ($000) $754 Avg Close Range
Q2 2025
Shares 2,942 Value ($000) $1 Avg Close Range
Q1 2025
Shares 2,979 Value ($000) $1 Avg Close Range
Q4 2024
Shares 2,987 Value ($000) $618 Avg Close Range
Q3 2024
Shares 2,987 Value ($000) $1 Avg Close Range
Q2 2024
Shares 3,160 Value ($000) $616 Avg Close Range
Q1 2024
Shares 3,655 Value ($000) $685 Avg Close Range
Q4 2023
Shares 3,760 Value ($000) $590 Avg Close Range
Q3 2023
Shares 3,853 Value ($000) $538 Avg Close Range
Q2 2023
Shares 3,873 Value ($000) $559 Avg Close Range
Q1 2023
Shares 4,226 Value ($000) $588 Avg Close Range
Q4 2022
Shares 4,225 Value ($000) $617 Avg Close Range
Q3 2022
Shares 4,325 Value ($000) $612 Avg Close Range
Q2 2022
Shares 4,369 Value ($000) $595 Avg Close Range
Q1 2022
Shares 4,610 Value ($000) $775 Avg Close Range
Q4 2021
Shares 4,647 Value ($000) $844 Avg Close Range
Q3 2021
Shares 4,761 Value ($000) $836 Avg Close Range
Q2 2021
Shares 19,638 Value ($000) $3,405 Avg Close Range
Q1 2021
Shares 5,522 Value ($000) $888 Avg Close Range
Q4 2020
Shares 5,400 Value ($000) $870 Avg Close Range
Q3 2020
Shares 5,624 Value ($000) $828 Avg Close Range
Q2 2020
Shares 5,857 Value ($000) $767 Avg Close Range
Q1 2020
Shares 9,089 Value ($000) $967 Avg Close Range
Q4 2019
Shares 11,255 Value ($000) $1,413 Avg Close Range
Q3 2019
Shares 27,870 Value ($000) $3,323 Avg Close Range
Q2 2019
Shares 28,335 Value ($000) $3,361 Avg Close Range
Q1 2019
Shares 27,699 Value ($000) $3,107 Avg Close Range
Q4 2018
Shares 27,446 Value ($000) $2,751 Avg Close Range