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Ishares Tr Msci Usa Momentum Factor shares owned by JB Capital

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

Historical chart of JB Capital 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 JB Capital 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 JB Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $43M 168k 256.45
2025-06-30 $38M 158k 240.32
2025-03-31 $33M 161k 202.13
2024-12-31 $33M 160k 206.92
2022-12-31 $16M 109k 145.93

More positions owned by JB Capital

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Broadcom (AVGO)

View all positions for JB Capital

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