Keystone Wealth Services »

Ishares Tr Msci Usa Momentum Factor shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services 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 Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 898 250.42
2023-03-31 $735k 5.3k 139.04
2022-12-31 $710k 4.9k 145.92
2021-12-31 $239k 1.3k 182.03

More positions owned by Keystone Wealth Services

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Series Trust State Street Spd (XNTK)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
First Tr Exchange-traded A Com Shs (FAD)

View all positions for Keystone Wealth Services

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
CI Private Wealth
BlackRock
Assetmark
Ameriprise Financial
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
CWM
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor