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Ishares Tr Msci Usa Momentum Factor shares owned by Operose Advisors

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

Historical chart of Operose Advisors 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 Operose Advisors 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 Operose Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $53k 213 250.32
2025-09-30 $48k 186 256.45
2025-06-30 $31k 127 240.32
2025-03-31 $26k 127 202.13
2024-12-31 $39k 188 206.92
2024-09-30 $26k 127 202.76

More positions owned by Operose Advisors

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard S&P 500 ETF Etf (VOO)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Schwab International Equity ETF Etf (SCHF)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Mid-Cap ETF Etf (VO)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Mid-Cap Growth ETF Etf (VOT)
Vanguard Russell 2000 ETF Etf (VTWO)
Microsoft Corp Common (MSFT)
Broadcom Common (AVGO)
iShares International Select Dividend ETF Etf (IDV)
NVIDIA Corp Common (NVDA)
iShares Russell 2000 ETF Etf (IWM)

View all positions for Operose Advisors

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
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wells Fargo & Company

View all funds holding Ishares Tr Msci Usa Momentum Factor