Number of Shares
36,332.00
Current Holdings Value*
$8.73 Mil
% of Portfolio
0.83%
Total Estimate Gain
$2.14 Mil
% of Total Estimate Gain
13.79%

ANDERSON HOAGLAND & CO's iShares MSCI USA Momentum Factor ETF Holding Summary

As of 2025-06-30, ANDERSON HOAGLAND & CO held 36,332.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $8.73 Mil. This investment constitutes 0.83% of their stock portfolio, and ANDERSON HOAGLAND & CO now holds 0.05% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.

The initial trade took place in 2020Q4. And since then ANDERSON HOAGLAND & CO has made 10 purchases of MTUM, at an average price of $161.74, for a total of 96,191.00 shares. In addition, there have been 9 sales at an average price of $151.55 for 59,859.00 shares. Based on historical transaction data and MTUM's current price of $237.56, ANDERSON HOAGLAND & CO's estimated gain on his MTUM holdings is $2.14 Mil, reflecting a 13.79% gain to date.

ANDERSON HOAGLAND & CO MTUM ($237.56) Holding Chart

ANDERSON HOAGLAND & CO MTUM ($237.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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