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Kelman-Lazarov »

Ishares Tr Msci Usa Momentum Factor shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$334k	1.3k	256.45
2025-06-30	$313k	1.3k	240.32
2025-03-31	$263k	1.3k	202.13

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Spdr Series Trust Portfolio S&p500 (SPLG)

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

Ishares Tr 0-5 Yr Tips Etf (STIP)

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Ishares Tr Core S&p Scp Etf (IJR)

Pimco Etf Tr Active Bd Etf (BOND)

Schwab Strategic Tr Fundamental Emer (FNDE)

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Schwab Strategic Tr Fundamental Intl (FNDC)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kelman-Lazarov

Top funds holding Ishares Tr Msci Usa Momentum Factor

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State Treasurer State Of Michigan

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Wealth Enhancement Advisory Services

View all funds holding Ishares Tr Msci Usa Momentum Factor

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