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Ishares Tr Msci Usa Momentum Factor shares owned by JDM Financial Group

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

Historical chart of JDM Financial Group 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 JDM Financial Group 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $50k 246 202.76

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Vanguard S&p 500 Etf Etf (VOO)
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Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
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Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for JDM Financial Group

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