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Ancora Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Ancora Advisors’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
Q1 		$107K Buy
447
+6
+1% +$1.51K ﹤0.01% 888
2025
Q4 		$110K Buy
441
+179
+68% +$44.9K ﹤0.01% 887
2025
Q3 		$67.2K Buy
262
+132
+102% +$32.3K ﹤0.01% 965
2025
Q2 		$31.2K Buy
130
+126
+3,150% +$27.5K ﹤0.01% 1124
2025
Q1 		$809 Hold
4
– – ﹤0.01% 1607
2024
Q4 		$828 Hold
4
– – ﹤0.01% 1649
2024
Q3 		$811 Hold
4
– – ﹤0.01% 1614
2024
Q2 		$779 Hold
4
– – ﹤0.01% 1674
2024
Q1 		$749 Sell
4
-11
-73% -$1.92K ﹤0.01% 1649
2023
Q4 		$2.35K Hold
15
– – ﹤0.01% 1468
2023
Q3 		$2.1K Sell
15
-5
-25% -$722 ﹤0.01% 1486
2023
Q2 		$2.88K Sell
20
-2
-9% -$281 ﹤0.01% 1451
2023
Q1 		$3.06K Sell
22
-1,428
-98% -$201K ﹤0.01% 1469
2022
Q4 		$212K Buy
1,450
+1,449
+144,900% +$210K 0.01% 662
2022
Q3 		$0 Hold
1
– – ﹤0.01% 2125
2022
Q2 		$0 Sell
1
-706
-100% -$104K ﹤0.01% 2300
2022
Q1 		$119K Sell
707
-585
-45% -$96.3K ﹤0.01% 969
2021
Q4 		$235K Sell
1,292
-40
-3% -$7.37K 0.01% 756
2021
Q3 		$234K Buy
1,332
+62
+5% +$11K 0.01% 748
2021
Q2 		$221K Buy
1,270
+66
+5% +$11.2K 0.01% 732
2021
Q1 		$194K Buy
1,204
+498
+71% +$82.3K 0.01% 716
2020
Q4 		$114K Hold
706
– – ﹤0.01% 724
2020
Q3 		$104K Sell
706
-245
-26% -$35K ﹤0.01% 721
2020
Q2 		$125K Buy
951
+835
+720% +$101K 0.01% 668
2020
Q1 		$12K Buy
+116
New +$14.3K ﹤0.01% 1151

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ancora Advisors's MTUM Position: Q1 2026 in Review

Ancora Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.4% in Q1 2026, buying an estimated $1.51K and bringing the position to 447 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Ancora Advisors first reported a position in MTUM in Q1 2020 and has held it in 25 quarters since. The position peaked at $235K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Ancora Advisors held 447 shares of iShares MSCI USA Momentum Factor ETF worth $107K as of Q1 2026.
  • Ancora Advisors bought 6 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.51K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #888 holding.
  • Ancora Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • Ancora Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $235K in Q4 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.