ISHARES TR

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

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 992 Value ($000) $248 Avg Close — Range —
Q3 2025
Shares 880 Value ($000) $226 Avg Close — Range —
Q2 2025
Shares 1,111 Value ($000) $267 Avg Close — Range —
Q1 2025
Shares 1,337 Value ($000) $270 Avg Close — Range —
Q4 2024
Shares 1,088 Value ($000) $225 Avg Close — Range —