ISHARES TR

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

Meredith Wealth Planning's Holding History (CIK: 0001956471)

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

Q4 2025
Shares 85,048 Value ($000) $21,288 Avg Close Range
Q3 2025
Shares 85,434 Value ($000) $21,909 Avg Close Range
Q2 2025
Shares 87,151 Value ($000) $20,944 Avg Close Range
Q1 2025
Shares 83,014 Value ($000) $16,780 Avg Close Range
Q4 2024
Shares 85,063 Value ($000) $17,601 Avg Close Range
Q3 2024
Shares 85,213 Value ($000) $17,278 Avg Close Range
Q2 2024
Shares 85,914 Value ($000) $16,742 Avg Close Range
Q1 2024
Shares 88,254 Value ($000) $16,534 Avg Close Range
Q4 2023
Shares 89,716 Value ($000) $14,076 Avg Close Range
Q3 2023
Shares 123,568 Value ($000) $17,263 Avg Close Range
Q2 2023
Shares 125,651 Value ($000) $18,125 Avg Close Range
Q1 2023
Shares 135,055 Value ($000) $18,778 Avg Close Range
Q4 2022
Shares 124,358 Value ($000) $18,148 Avg Close Range