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Ishares Tr Msci Usa Momentum Factor shares owned by Waldron

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

Historical chart of Waldron investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 618 342.83
2024-03-31 $380k 2.0k 187.38

More positions owned by Waldron

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Waldron

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor