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Ishares Tr Msci Usa Momentum Factor shares owned by Shared Vision Wealth Group

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Shared Vision Wealth Group from 13F filings

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 6.5k 250.91
2025-06-30 $1.5M 6.3k 241.31
2025-03-31 $1.2M 6.1k 202.13
2024-12-31 $1.3M 6.1k 206.91

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)

View all positions for Shared Vision Wealth Group

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
Raymond James Financial
LPL Financial
Morgan Stanley
Assetmark
Ameriprise Financial
BlackRock
State Treasurer State Of Michigan
HPM Partners
Ronald Blue Trust
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
Colony

View all funds holding Ishares Tr Msci Usa Momentum Factor