Howe and Rusling »

Ishares Tr Msci Usa Momentum Factor shares owned by Howe and Rusling

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Howe and Rusling from 13F filings

Historical chart of Howe and Rusling 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 Howe and Rusling consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Howe and Rusling

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 126 255.91
2025-06-30 $5.9k 24 244.96
2023-12-31 $103k 656 156.89
2023-09-30 $92k 656 139.70
2022-12-31 $2.6k 18 145.94

More positions owned by Howe and Rusling

Broadcom (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Gwt (IUSG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple Call Call Option (Principal) (AAPL)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core S&p Us Vlu (IUSV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Howe and Rusling

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor