WESPAC Advisors SoCal »

Ishares Tr Msci Usa Momentum Factor shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2025-09-30 $323k 1.3k 256.45
2025-06-30 $274k 1.1k 240.32

More positions owned by WESPAC Advisors SoCal

Vaneck Etf Trust Semiconductr Etf (SMH)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Us Br Del Se Etf (IAI)
Wal-Mart Stores (WMT)
Metropcs Communications (TMUS)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Insrnce Etf (IAK)
Spdr Series Trust Aerospace Def (XAR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for WESPAC Advisors SoCal

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
Raymond James Financial
LPL Financial
Morgan Stanley
Assetmark
Ameriprise Financial
BlackRock
State Treasurer State Of Michigan
HPM Partners
Ronald Blue Trust
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
Colony

View all funds holding Ishares Tr Msci Usa Momentum Factor