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

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

Historical chart of Resurgent 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 Resurgent Financial 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 Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $26k 165 156.89
2023-09-30 $95k 678 139.70
2023-06-30 $97k 672 144.25
2023-03-31 $86k 617 139.04
2022-12-31 $135k 928 145.93

More positions owned by Resurgent Financial Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Eaton Corp SHS (ETN)
ConocoPhillips (COP)
Johnson & Johnson (JNJ)

View all positions for Resurgent Financial Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor