Armstrong Advisory Group
MTUM icon

Armstrong Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Armstrong Advisory Group’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 		$1.22M Hold
15,316
– – 0.07% 79
2026
Q2 		$1.31M Sell
15,316
-532
-3% -$39.7K 0.08% 81
2026
Q1 		$951K Buy
15,848
+4
+0% +$251 0.06% 95
2025
Q4 		$992K Hold
15,844
– – 0.07% 85
2025
Q3 		$1.02M Buy
15,844
+172
+1% +$10.5K 0.07% 79
2025
Q2 		$942K Buy
15,672
+3,440
+28% +$188K 0.07% 74
2025
Q1 		$633K Hold
12,232
– – 0.05% 98
2024
Q4 		$633K Buy
12,232
+4
+0% +$210 0.05% 98
2024
Q3 		$620K Buy
12,228
+884
+8% +$42.8K 0.05% 92
2024
Q2 		$553K Buy
11,344
+1,172
+12% +$54.7K 0.05% 93
2024
Q1 		$399K Hold
10,172
– – 0.04% 117
2023
Q4 		$399K Sell
10,172
-1,424
-12% -$52.3K 0.04% 117
2023
Q3 		$405K Buy
11,596
+1,424
+14% +$51.4K 0.04% 103
2023
Q2 		$367K Hold
10,172
– – 0.04% 116
2023
Q1 		$354K Sell
10,172
-1,244
-11% -$43.9K 0.04% 114
2022
Q4 		$416K Buy
+11,416
New +$414K 0.05% 100

Other funds holding MTUM

State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Armstrong Advisory Group's MTUM Position: Q3 2026 in Review

Armstrong Advisory Group held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 15,316 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #79.

Armstrong Advisory Group first reported a position in MTUM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.31M in Q2 2026. 757 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Armstrong Advisory Group held 15,316 shares of iShares MSCI USA Momentum Factor ETF worth $1.22M as of Q3 2026.
  • Armstrong Advisory Group left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.07% of Armstrong Advisory Group's portfolio in Q3 2026, its #79 holding.
  • Armstrong Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's iShares MSCI USA Momentum Factor ETF position peaked at $1.31M in Q2 2026.
  • 757 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.