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Ishares Tr Msci Usa Momentum Factor shares owned by Savvy Advisors

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

Historical chart of Savvy 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 Savvy 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 Savvy Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $25M 99k 250.31
2025-09-30 $24M 94k 256.45
2025-06-30 $7.2M 30k 240.32
2025-03-31 $5.0M 25k 202.13
2024-12-31 $944k 4.6k 206.93

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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
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor