Torrey-Payne Wealth Management »

Ishares Tr Msci Usa Momentum Factor shares owned by Torrey-Payne Wealth Management

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Torrey-Payne Wealth Management from 13F filings

Historical chart of Torrey-Payne Wealth Management 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 Torrey-Payne Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Torrey-Payne Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $232k 678 342.83

More positions owned by Torrey-Payne Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Min Etf (USMV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr Series Trust St Str Sp Div (SDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
NVIDIA Corporation (NVDA)
Tema Etf Trust Electrification (VOLT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Torrey-Payne Wealth Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
Morgan Stanley
BlackRock
Ameriprise Financial
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
Bank of America Corporation
CWM
Assetmark
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor