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Bay Rivers Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bay Rivers 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 		$981K Sell
2,861
-240
-8% -$71.6K 0.33% 52
2026
Q1 		$744K Buy
3,101
+900
+41% +$226K 0.31% 51
2025
Q4 		$551K Buy
2,201
+714
+48% +$179K 0.22% 59
2025
Q3 		$381K Buy
1,487
+20
+1% +$4.9K 0.16% 72
2025
Q2 		$353K Buy
+1,467
New +$320K 0.16% 72

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Bay Rivers Group's MTUM Position: Q2 2026 in Review

Bay Rivers Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7.7% in Q2 2026, selling an estimated $71.6K and leaving 2,861 shares worth $981K. The position accounts for 0.33% of the portfolio, ranked #52.

Bay Rivers Group first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Bay Rivers Group held 2,861 shares of iShares MSCI USA Momentum Factor ETF worth $981K as of Q2 2026.
  • Bay Rivers Group sold 240 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $71.6K.
  • iShares MSCI USA Momentum Factor ETF made up 0.33% of Bay Rivers Group's portfolio in Q2 2026, its #52 holding.
  • Bay Rivers Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.