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Ishares Tr Msci Usa Momentum Factor shares owned by FLP Wealth Management

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

Historical chart of FLP Wealth Management 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 FLP Wealth Management 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 FLP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $227k 21k 10.91
2025-09-30 $123k 13k 9.78
2025-06-30 $354k 1.5k 240.25
2025-03-31 $302k 1.5k 202.19
2024-12-31 $106k 514 206.95

More positions owned by FLP Wealth Management

Wal-Mart Stores (WMT)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Ishares Tr National Mun Etf (MUB)
Sprott Asset Management Physical Gold Tr (PHYS)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)

View all positions for FLP Wealth Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
CI Private Wealth
BlackRock
Assetmark
Ameriprise Financial
State Treasurer State Of Michigan
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