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Ishares Tr Msci Usa Momentum Factor shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory 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 Journey Advisory 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 Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 89k 156.89
2023-09-30 $13M 94k 139.70
2023-06-30 $15M 101k 144.25
2023-03-31 $14M 103k 139.04
2022-12-31 $379k 2.6k 145.93
2022-09-30 $348k 2.7k 131.32
2022-06-30 $377k 2.7k 142.26

More positions owned by Journey Advisory Group

Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)

View all positions for Journey Advisory Group

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
Ronald Blue Trust
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor