ISHARES TR

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

LifeSteps Financial, Inc.'s Holding History (CIK: 0001801373)

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

Q4 2025
Shares 1,642 Value ($000) $411 Avg Close Range
Q3 2025
Shares 1,920 Value ($000) $492 Avg Close Range
Q2 2025
Shares 1,876 Value ($000) $451 Avg Close Range
Q1 2025
Shares 1,876 Value ($000) $379 Avg Close Range
Q4 2024
Shares 2,042 Value ($000) $423 Avg Close Range
Q3 2024
Shares 2,161 Value ($000) $438 Avg Close Range
Q2 2024
Shares 2,161 Value ($000) $421 Avg Close Range
Q1 2024
Shares 2,161 Value ($000) $405 Avg Close Range
Q4 2023
Shares 2,161 Value ($000) $339 Avg Close Range
Q3 2023
Shares 2,139 Value ($000) $299 Avg Close Range
Q2 2023
Shares 2,139 Value ($000) $309 Avg Close Range
Q1 2023
Shares 2,139 Value ($000) $297 Avg Close Range
Q4 2022
Shares 2,139 Value ($000) $312 Avg Close Range
Q3 2022
Shares 2,153 Value ($000) $282 Avg Close Range
Q2 2022
Shares 2,153 Value ($000) $294 Avg Close Range
Q1 2022
Shares 2,153 Value ($000) $362 Avg Close Range
Q4 2021
Shares 2,186 Value ($000) $397 Avg Close Range
Q3 2021
Shares 2,186 Value ($000) $384 Avg Close Range
Q2 2021
Shares 2,186 Value ($000) $379 Avg Close Range
Q1 2021
Shares 2,186 Value ($000) $352 Avg Close Range
Q4 2020
Shares 2,186 Value ($000) $353 Avg Close Range
Q3 2020
Shares 2,186 Value ($000) $322 Avg Close Range
Q2 2020
Shares 2,186 Value ($000) $286 Avg Close Range
Q1 2020
Shares 2,379 Value ($000) $253 Avg Close Range
Q4 2019
Shares 2,593 Value ($000) $326 Avg Close Range