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Ishares Tr Msci Usa Momentum Factor shares owned by USAdvisors Wealth Management

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

Historical chart of USAdvisors 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 USAdvisors Wealth Management 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 USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 1.4k 187.28
2023-12-31 $224k 1.4k 156.53
2023-09-30 $309k 2.2k 139.50
2023-06-30 $393k 2.7k 144.33
2023-03-31 $508k 3.7k 138.95
2022-12-31 $551k 3.8k 146.00
2022-09-30 $491k 3.7k 131.11
2022-06-30 $512k 3.8k 136.32
2022-03-31 $793k 4.7k 168.19
2021-12-31 $966k 5.3k 181.82
2021-09-30 $7.9M 45k 175.61
2021-06-30 $1.2M 6.9k 173.45
2021-03-31 $7.5M 47k 160.85
2020-12-31 $2.5M 15k 163.81
2020-09-30 $2.3M 16k 147.40
2020-06-30 $2.0M 15k 131.00
2020-03-31 $1.3M 12k 106.51
2019-12-31 $536k 4.3k 125.59

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)
Fidelity Total Bond Etf Total Bd Etf (FBND)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor (IQLT)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (DFAC)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
Technology Select Sector Spdr Etf Iv Technology (XLK)
Ishares Core S&p Us Value Etf Core S&p Usvlu (IUSV)
Spdr Portfolio S&p 500 Etf Iv Portfolio S&p500 (SPLG)
Pacer Us Cash Cows 100 Etf Growth Etf (COWZ)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
iShares Core S&P Mid-Cap ETF Growth Etf (IJH)
Spdr S&p 500 Growth Etf Growth ETF(SPYG) (SPYG)

View all positions for USAdvisors Wealth Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Susquehanna International
CI Private Wealth
UBS Group
Pnc Financial Services

View all funds holding Ishares Tr Msci Usa Momentum Factor