Investment Advisory Services »

Ishares Tr Msci Usa Momentum Factor shares owned by Investment Advisory Services

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

Historical chart of Investment Advisory Services 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 Investment Advisory Services 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 Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 960 256.45
2025-06-30 $231k 960 240.32

More positions owned by Investment Advisory Services

Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wal-Mart Stores (WMT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
Abbvie (ABBV)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
McDonald's Corporation (MCD)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for Investment Advisory Services

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