PFG Financial Advisors »

Ishares Tr Msci Usa Momentum Factor shares owned by PFG Financial Advisors

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

Historical chart of PFG Financial 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 PFG Financial Advisors 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 PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $428k 2.1k 202.76
2024-06-30 $412k 2.1k 194.87
2024-03-31 $396k 2.1k 187.35
2023-12-31 $358k 2.3k 156.89
2023-09-30 $319k 2.3k 139.70
2023-06-30 $329k 2.3k 144.25
2023-03-31 $1.1M 8.2k 139.04
2022-12-31 $1.2M 8.5k 145.93
2022-09-30 $1.2M 8.9k 131.20
2022-06-30 $1.3M 9.2k 136.41
2022-03-31 $2.6M 15k 168.25
2021-12-31 $2.5M 15k 168.62
2021-09-30 $2.4M 14k 175.56
2021-06-30 $2.4M 14k 173.47
2021-03-31 $5.8M 36k 160.87
2020-12-31 $5.2M 32k 161.30
2020-09-30 $4.2M 28k 147.40
2020-06-30 $3.7M 28k 131.01
2020-03-31 $3.2M 30k 106.47
2019-12-31 $4.1M 33k 125.55
2019-09-30 $4.0M 33k 119.26
2019-06-30 $5.4M 46k 118.61
2019-03-31 $3.4M 30k 112.18
2018-12-31 $2.9M 29k 100.21
2018-09-30 $3.4M 28k 118.99
2018-06-30 $5.5M 50k 109.70
2018-03-31 $5.1M 48k 105.92
2017-12-31 $5.2M 50k 103.13
2017-09-30 $2.1M 22k 95.66
2017-06-30 $2.1M 23k 88.90
2017-03-31 $3.2M 39k 82.64
2016-12-31 $333k 4.4k 75.75

More positions owned by PFG Financial Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Aggregate Bond Etf Etf (AGG)
Microsoft Corporation (MSFT)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Fid Msci Info Technology Index Etf Etf (FTEC)

View all positions for PFG Financial Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Bank of America Corporation
Ronald Blue Trust
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
BlackRock
Savant Capital Management
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor