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Ishares Tr Msci Usa Momentum Factor shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network 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 Independent Wealth Network 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 Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $512k 2.1k 240.03
2021-09-30 $385k 2.0k 193.86

More positions owned by Independent Wealth Network

Caterpillar (CAT)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (SPYG)
Ishares Silver Tr Ishares (SLV)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
Chevron Corporation (CVX)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Independent Wealth Network

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor