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Armis Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Armis Advisers’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 		$2.08M Buy
6,463
+1,458
+29% +$435K 0.19% 90
2026
Q1 		$1.53M Sell
5,005
-95
-2% -$23.9K 0.15% 107
2025
Q4 		$1.23M Sell
5,100
-402
-7% -$101K 0.14% 122
2025
Q3 		$1.4M Buy
5,502
+787
+17% +$193K 0.13% 111
2025
Q2 		$1.13M Sell
4,715
-101
-2% -$22K 0.09% 172
2025
Q1 		$997K Buy
4,816
+2,948
+158% +$630K 0.09% 169
2024
Q4 		$387K Buy
+1,868
New +$391K 0.05% 221

Other funds holding MTUM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Armis Advisers's MTUM Position: Q2 2026 in Review

Armis Advisers increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 29% in Q2 2026, buying an estimated $435K and bringing the position to 6,463 shares worth $2.08M. The position accounts for 0.19% of the portfolio, ranked #90.

Armis Advisers first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Armis Advisers held 6,463 shares of iShares MSCI USA Momentum Factor ETF worth $2.08M as of Q2 2026.
  • Armis Advisers bought 1,458 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $435K.
  • iShares MSCI USA Momentum Factor ETF made up 0.19% of Armis Advisers's portfolio in Q2 2026, its #90 holding.
  • Armis Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.