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Ishares Tr Msci Usa Momentum Factor shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies 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 Dynamic Wealth Strategies 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 Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.8k 27 250.30

More positions owned by Dynamic Wealth Strategies

Vanguard Total Bond Market Etf Etf (BND)
Ishares Expanded Tech Sector Etf Etf (IGM)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Value Etf Etf (VTV)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Japan Etf Etf (EWJ)
Vaneck Gold Miners Etf Etf (GDX)

View all positions for Dynamic Wealth Strategies

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
CI Private Wealth
Assetmark
Ameriprise Financial
State Treasurer State Of Michigan
BlackRock
Ronald Blue Trust
HPM Partners
CWM
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor