ISHARES TR

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

Zhang Financial LLC's Holding History (CIK: 0001776290)

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

Q4 2025
Shares 1,357 Value ($000) $340 Avg Close — Range —
Q3 2025
Shares 1,000 Value ($000) $256 Avg Close — Range —
Q1 2025
Shares 1,000 Value ($000) $202 Avg Close — Range —
Q4 2024
Shares 1,000 Value ($000) $207 Avg Close — Range —
Q3 2024
Shares 1,000 Value ($000) $203 Avg Close — Range —