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Ishares Tr Msci Usa Momentum Factor shares owned by Richardson Financial Services

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

Historical chart of Richardson Financial Services investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Richardson Financial Services 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 Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $69k 354 194.87
2024-06-30 $69k 354 194.87
2024-03-31 $87k 462 187.35
2023-12-31 $56k 358 156.89

More positions owned by Richardson Financial Services

Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard Value ETF Exchange Traded Fund (VTV)
SPDR S&P 500 Etf - Equity (SPLG)
Apple Common Stock (AAPL)
Vanguard S&p 500 Etf - Equity (VOO)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)

View all positions for Richardson Financial Services

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