Turtle Creek Wealth Advisors »

Ishares Tr Msci Usa Momentum Factor shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth 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 Turtle Creek Wealth Advisors 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $26k 108 239.99
2024-06-30 $88k 453 194.87

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Caterpillar (CAT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Lam Research Corp Com New (LRCX)
Plains Gp Hldgs Ltd Partnr Int A (PAGP)
Kla Corp Com New (KLAC)

View all positions for Turtle Creek Wealth Advisors

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
Assetmark
Bank of America Corporation
CWM
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor