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MTUM icon

Advisornet Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Advisornet Financial’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 		$173K Sell
504
-290
-37% -$86.5K 0.01% 694
2026
Q1 		$190K Sell
794
-14
-2% -$3.52K 0.01% 624
2025
Q4 		$202K Buy
808
+100
+14% +$25.1K 0.01% 608
2025
Q3 		$182K Buy
708
+16
+2% +$3.92K 0.01% 623
2025
Q2 		$166K Buy
692
+134
+24% +$29.2K 0.01% 615
2025
Q1 		$113K Buy
558
+340
+156% +$72.7K 0.01% 691
2024
Q4 		$45K Buy
218
+74
+51% +$15.5K ﹤0.01% 915
2024
Q3 		$29.1K Hold
144
– – ﹤0.01% 1074
2024
Q2 		$28K Hold
144
– – ﹤0.01% 1001
2024
Q1 		$26.9K Sell
144
-50
-26% -$8.73K ﹤0.01% 993
2023
Q4 		$30.4K Sell
194
-33
-15% -$4.84K ﹤0.01% 965
2023
Q3 		$31.7K Sell
227
-15
-6% -$2.17K ﹤0.01% 905
2023
Q2 		$34.9K Sell
242
-21
-8% -$2.95K ﹤0.01% 912
2023
Q1 		$36.5K Sell
263
-5,294
-95% -$747K ﹤0.01% 882
2022
Q4 		$811K Buy
5,557
+5,530
+20,481% +$802K 0.08% 231
2022
Q3 		$4K Sell
27
-62
-70% -$8.7K ﹤0.01% 1558
2022
Q2 		$12K Sell
89
-693
-89% -$102K ﹤0.01% 1293
2022
Q1 		$132K Sell
782
-121
-13% -$19.9K 0.01% 662
2021
Q4 		$164K Sell
903
-1,729
-66% -$319K 0.01% 648
2021
Q3 		$462K Sell
2,632
-5,631
-68% -$1M 0.03% 376
2021
Q2 		$1.43M Sell
8,263
-1,438
-15% -$244K 0.1% 194
2021
Q1 		$1.56M Buy
9,701
+8,433
+665% +$1.39M 0.11% 177
2020
Q4 		$205K Sell
1,268
-1,058
-45% -$162K 0.02% 500
2020
Q3 		$343K Sell
2,326
-428
-16% -$61.2K 0.03% 400
2020
Q2 		$361K Sell
2,754
-1,005
-27% -$122K 0.03% 401
2020
Q1 		$400K Sell
3,759
-4,577
-55% -$566K 0.04% 353
2019
Q4 		$1.05M Sell
8,336
-5,880
-41% -$714K 0.09% 211
2019
Q3 		$1.7M Buy
14,216
+3,633
+34% +$438K 0.16% 135
2019
Q2 		$1.25M Buy
10,583
+1,132
+12% +$130K 0.14% 145
2019
Q1 		$1.06M Buy
9,451
+4,512
+91% +$485K 0.13% 169
2018
Q4 		$495K Buy
4,939
+4,819
+4,016% +$516K 0.07% 248
2018
Q3 		$14K Sell
120
-33
-22% -$3.8K ﹤0.01% 1041
2018
Q2 		$17K Buy
153
+129
+538% +$14.1K ﹤0.01% 986
2018
Q1 		$3K Hold
24
– – ﹤0.01% 1278
2017
Q4 		$2K Buy
+24
New +$2.42K ﹤0.01% 1180

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Advisornet Financial's MTUM Position: Q2 2026 in Review

Advisornet Financial reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 37% in Q2 2026, selling an estimated $86.5K and leaving 504 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #694.

Advisornet Financial first reported a position in MTUM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.7M in Q3 2019. 352 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Advisornet Financial held 504 shares of iShares MSCI USA Momentum Factor ETF worth $173K as of Q2 2026.
  • Advisornet Financial sold 290 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $86.5K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #694 holding.
  • Advisornet Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's iShares MSCI USA Momentum Factor ETF position peaked at $1.7M in Q3 2019.
  • 352 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.