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4J Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

4J Wealth Management’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
Q2 		$370K Hold
1,078
– – 0.18% 72
2026
Q1 		$259K Hold
1,078
– – 0.15% 88
2025
Q4 		$270K Buy
1,078
+1
+0.1% +$251 0.15% 83
2025
Q3 		$276K Sell
1,077
-12
-1% -$2.94K 0.16% 82
2025
Q2 		$262K Hold
1,089
– – 0.18% 80
2025
Q1 		$220K Hold
1,089
– – 0.17% 85
2024
Q4 		$225K Buy
1,089
+1
+0.1% +$210 0.18% 79
2024
Q3 		$221K Hold
1,088
– – 0.17% 85
2024
Q2 		$212K Sell
1,088
-115
-10% -$21.5K 0.18% 85
2024
Q1 		$225K Sell
1,203
-349
-22% -$60.9K 0.19% 85
2023
Q4 		$243K Buy
1,552
+1
+0.1% +$147 0.22% 75
2023
Q3 		$217K Sell
1,551
-807
-34% -$116K 0.22% 80
2023
Q2 		$340K Sell
2,358
-210
-8% -$29.5K 0.33% 59
2023
Q1 		$357K Sell
2,568
-363
-12% -$51.2K 0.38% 55
2022
Q4 		$428K Buy
2,931
+1
+0% +$145 0.5% 47
2022
Q3 		$384K Sell
2,930
-75
-2% -$10.5K 0.49% 46
2022
Q2 		$410K Sell
3,005
-1,964
-40% -$288K 0.52% 41
2022
Q1 		$836K Sell
4,969
-3,170
-39% -$522K 0.73% 32
2021
Q4 		$1.48M Sell
8,139
-366
-4% -$67.4K 1.25% 21
2021
Q3 		$1.49M Sell
8,505
-2,324
-21% -$413K 1.3% 22
2021
Q2 		$1.88M Sell
10,829
-411
-4% -$69.6K 1.64% 14
2021
Q1 		$1.81M Sell
11,240
-125
-1% -$20.7K 1.68% 17
2020
Q4 		$1.83M Buy
+11,365
New +$1.74M 1.76% 16

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

4J Wealth Management's MTUM Position: Q2 2026 in Review

4J Wealth Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,078 shares worth $370K. The position accounts for 0.18% of the portfolio, ranked #72.

4J Wealth Management first reported a position in MTUM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.88M in Q2 2021. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • 4J Wealth Management held 1,078 shares of iShares MSCI USA Momentum Factor ETF worth $370K as of Q2 2026.
  • 4J Wealth Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.18% of 4J Wealth Management's portfolio in Q2 2026, its #72 holding.
  • 4J Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.88M in Q2 2021.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.