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Whipplewood Advisors »

Ishares Tr Msci Usa Momentum Factor shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood 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 Whipplewood Advisors 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 Whipplewood Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$3.6M	14k	256.45
2025-06-30	$3.5M	15k	240.32
2025-03-31	$2.9M	7.5k	391.86

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Charles Schwab Investment Management Exchange Traded Fund (FNDF)

JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

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View all funds holding Ishares Tr Msci Usa Momentum Factor

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