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Ishares Tr Msci Usa Momentum Factor shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $167k 858 194.97
2024-03-31 $163k 869 187.45
2023-09-30 $214k 1.5k 139.74
2023-06-30 $223k 1.5k 144.29
2023-03-31 $235k 1.7k 139.08

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View all positions for WR Wealth Planners

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Bank of America Corporation
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Ronald Blue Trust
Savant Capital Management
Jpmorgan Chase & Co
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
UBS Group

View all funds holding Ishares Tr Msci Usa Momentum Factor