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Ishares Tr Msci Usa Momentum Factor shares owned by Islay Capital Management

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

Historical chart of Islay Capital 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 Islay Capital 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 Islay Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $35k 170 202.76
2024-06-30 $33k 170 194.87
2024-03-31 $42k 225 187.35
2023-12-31 $2.0k 13 156.92

More positions owned by Islay Capital Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
AmerisourceBergen (COR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Islay Capital Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Bank of America Corporation
Ronald Blue Trust
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
BlackRock
Savant Capital Management
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor