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Ishares Tr Msci Usa Momentum Factor shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 7.9k 187.34
2023-12-31 $1.2M 7.7k 156.89
2023-09-30 $1.1M 8.0k 139.69
2023-06-30 $1.3M 9.1k 144.25
2023-03-31 $1.6M 12k 139.05
2022-12-31 $1.9M 13k 145.93
2022-09-30 $2.0M 16k 131.16
2022-06-30 $2.9M 22k 136.39
2022-03-31 $37M 219k 168.27
2021-12-31 $47M 260k 181.82
2021-09-30 $45M 257k 175.60
2021-06-30 $43M 248k 173.43
2021-03-31 $37M 230k 160.86
2020-12-31 $32M 196k 161.29
2020-09-30 $27M 185k 147.40
2020-06-30 $22M 169k 131.00
2020-03-31 $10M 94k 106.48
2019-12-31 $12M 92k 125.56
2019-09-30 $11M 92k 119.25
2019-06-30 $11M 91k 118.60
2019-03-31 $10M 91k 112.18
2018-12-31 $9.0M 89k 100.23
2018-09-30 $10M 85k 119.00
2018-06-30 $9.1M 83k 109.70
2018-03-31 $8.6M 81k 105.92
2017-12-31 $8.3M 80k 103.14
2017-09-30 $7.3M 76k 95.68
2017-06-30 $6.5M 74k 88.89
2017-03-31 $6.0M 73k 82.65
2016-12-31 $5.6M 74k 75.87
2016-09-30 $5.6M 72k 77.37

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor