Aspire Growth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Aspire Growth Partners’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	$535K	Sell	2,230 -200	-8%	-$50.3K	0.37%	62
2025 Q4	$608K	Sell	2,430 -23	-0.9%	-$5.78K	0.42%	55
2025 Q3	$629K	Buy	2,453 +5	+0.2%	+$1.22K	0.46%	49
2025 Q2	$588K	Buy	2,448 +5	+0.2%	+$1.09K	0.48%	49
2025 Q1	$527K	Sell	2,443 -460	-16%	-$98.3K	0.47%	54
2024 Q4	$601K	Buy	+2,903	New	+$608K	0.59%	43

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Aspire Growth Partners's MTUM Position: Q1 2026 in Review

Aspire Growth Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.2% in Q1 2026, selling an estimated $50.3K and leaving 2,230 shares worth $535K. The position accounts for 0.37% of the portfolio, ranked #62.

Aspire Growth Partners first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $629K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Aspire Growth Partners held 2,230 shares of iShares MSCI USA Momentum Factor ETF worth $535K as of Q1 2026.
Aspire Growth Partners sold 200 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $50.3K.
iShares MSCI USA Momentum Factor ETF made up 0.37% of Aspire Growth Partners's portfolio in Q1 2026, its #62 holding.
Aspire Growth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
Aspire Growth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $629K in Q3 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Aspire Growth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.