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Ishares Tr Msci Usa Momentum Factor shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group Partners investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 823 250.55
2025-09-30 $620k 2.4k 256.49
2025-06-30 $389k 1.6k 240.33
2025-03-31 $280k 1.4k 202.11
2024-12-31 $217k 1.0k 207.31

More positions owned by Kovitz Investment Group Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Ishares Tr Mbs Etf (MBB)
Micron Technology (MU)
Lam Research Corp Com New (LRCX)

View all positions for Kovitz Investment Group Partners

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