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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
Q2 		$1.31M Sell
3,829
-133
-3% -$39.7K 0.08% 81
2026
Q1 		$951K Buy
3,962
+1
+0% +$251 0.06% 95
2025
Q4 		$992K Hold
3,961
– – 0.07% 85
2025
Q3 		$1.02M Buy
3,961
+43
+1% +$10.5K 0.07% 79
2025
Q2 		$942K Buy
3,918
+860
+28% +$188K 0.07% 74
2025
Q1 		$633K Hold
3,058
– – 0.05% 98
2024
Q4 		$633K Buy
3,058
+1
+0% +$210 0.05% 98
2024
Q3 		$620K Buy
3,057
+221
+8% +$42.8K 0.05% 92
2024
Q2 		$553K Buy
2,836
+293
+12% +$54.7K 0.05% 93
2024
Q1 		$399K Hold
2,543
– – 0.04% 117
2023
Q4 		$399K Sell
2,543
-356
-12% -$52.3K 0.04% 117
2023
Q3 		$405K Buy
2,899
+356
+14% +$51.4K 0.04% 103
2023
Q2 		$367K Hold
2,543
– – 0.04% 116
2023
Q1 		$354K Sell
2,543
-311
-11% -$43.9K 0.04% 114
2022
Q4 		$416K Buy
+2,854
New +$414K 0.05% 100

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

Armstrong Advisory Group's MTUM Position: Q2 2026 in Review

Armstrong Advisory Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.4% in Q2 2026, selling an estimated $39.7K and leaving 3,829 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #81.

Armstrong Advisory Group first reported a position in MTUM in Q4 2022 and has held it in 15 quarters since. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Armstrong Advisory Group held 3,829 shares of iShares MSCI USA Momentum Factor ETF worth $1.31M as of Q2 2026.
  • Armstrong Advisory Group sold 133 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $39.7K.
  • iShares MSCI USA Momentum Factor ETF made up 0.08% of Armstrong Advisory Group's portfolio in Q2 2026, its #81 holding.
  • Armstrong Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.