ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 30,143 Value ($000) $7,540 Avg Close — Range —
Q3 2025
Shares 30,276 Value ($000) $7,764 Avg Close — Range —
Q2 2025
Shares 29,007 Value ($000) $6,971 Avg Close — Range —
Q1 2025
Shares 27,655 Value ($000) $5,588 Avg Close — Range —
Q4 2024
Shares 25,397 Value ($000) $5,253 Avg Close — Range —
Q2 2024
Shares 123,888 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,920 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 3,271 Value ($000) $455 Avg Close — Range —
Q1 2022
Shares 2,230 Value ($000) $375 Avg Close — Range —
Q4 2021
Shares 2,358 Value ($000) $428 Avg Close — Range —
Q3 2021
Shares 2,518 Value ($000) $442 Avg Close — Range —
Q2 2021
Shares 15,375 Value ($000) $2,666 Avg Close — Range —
Q1 2021
Shares 12,723 Value ($000) $2,136 Avg Close — Range —
Q4 2020
Shares 12,723 Value ($000) $2,136 Avg Close — Range —
Q3 2020
Shares 385 Value ($000) $57 Avg Close — Range —
Q2 2020
Shares 188 Value ($000) $25 Avg Close — Range —
Q1 2020
Shares 179 Value ($000) $19 Avg Close — Range —
Q4 2019
Shares 1,386 Value ($000) $174 Avg Close — Range —
Q3 2019
Shares 4,219 Value ($000) $503 Avg Close — Range —
Q2 2019
Shares 3,224 Value ($000) $382 Avg Close — Range —
Q1 2019
Shares 3,042 Value ($000) $341 Avg Close — Range —
Q4 2018
Shares 5,221 Value ($000) $523 Avg Close — Range —