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Summit Wealth Group Llc / Co »

Ishares Tr Msci Usa Momentum Factor shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.8M	7.4k	250.31
2025-06-30	$1.8M	7.3k	240.32

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