B.A. Schrock Wealth Management, Inc.’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$297K	Buy	+926	New	+$286K	0.11%	117

Other funds holding MTUM

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s MTUM Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 926 shares worth $297K. The stake represents 0.11% of the portfolio and ranks #117 among its holdings.

169 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 926 shares of iShares MSCI USA Momentum Factor ETF worth $297K as of Q3 2026.
iShares MSCI USA Momentum Factor ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.11% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #117 holding.
169 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.