Marshall Investment Management »

Ishares Tr Msci Usa Momentum Factor shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment Management 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 Marshall Investment Management 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 Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $21k 89 239.99

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Fidelity Covington Trust Enhanced Large (FELV)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
First Tr Exchange-traded Emerging Markets (FTHF)

View all positions for Marshall Investment Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
Morgan Stanley
BlackRock
Ameriprise Financial
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
Assetmark
Bank of America Corporation
CWM
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor