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Ishares Tr Msci Usa Momentum Factor shares owned by IFG Advisory

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

Historical chart of IFG Advisory 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 IFG Advisory 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 IFG Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 23k 156.90
2023-09-30 $3.4M 24k 139.70
2023-06-30 $7.0M 49k 144.25
2023-03-31 $7.2M 52k 139.04
2022-12-31 $9.4M 64k 145.92
2022-09-30 $7.4M 56k 131.17
2022-06-30 $8.4M 62k 136.35
2022-03-31 $10M 61k 168.27
2021-12-31 $10M 55k 181.82
2021-09-30 $9.6M 55k 175.60
2021-06-30 $9.2M 53k 173.42
2021-03-31 $9.4M 58k 160.86
2020-12-31 $9.9M 62k 161.28
2020-09-30 $9.2M 63k 147.39
2020-06-30 $7.6M 58k 130.99
2020-03-31 $5.5M 51k 106.46
2019-12-31 $5.9M 47k 125.56
2019-09-30 $5.5M 46k 119.23

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Invesco Total MF Closed and MF Open (GTO)
Spdr Dow MF Closed and MF Open (DIA)

View all positions for IFG Advisory

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
Ronald Blue Trust
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