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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
2026-06-30 $564k 1.6k 342.91
2026-03-31 $125k 14k 9.15
2025-12-31 $227k 906 250.25
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)
Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Sterling Cap Fds National Muni Bd (SCNM)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Sprott Asset Management Physical Gold Tr (PHYS)
Spdr Series Trust St Str P500etf (SPYM)
Sterling Cap Fds Cap Hedged Eqt P (SCEP)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Sterling Cap Fds Capital Multi (SCMC)

View all positions for FLP Wealth Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
LPL Financial
Raymond James Financial
Morgan Stanley
Encompass Capital Advisors
Ronald Blue Trust
Ameriprise Financial
Bank of America Corporation
State Treasurer State Of Michigan
BlackRock
CWM
Assetmark
HPM Partners

View all funds holding Ishares Tr Msci Usa Momentum Factor