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Bryant Woods Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bryant Woods Investment Advisors’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 		$2.35M Buy
6,859
+25
+0.4% +$7.46K 0.65% 19
2026
Q1 		$1.64M Sell
6,834
-40
-0.6% -$10.1K 0.6% 17
2025
Q4 		$1.72M Sell
6,874
-466
-6% -$117K 0.67% 17
2025
Q3 		$1.88M Sell
7,340
-15
-0.2% -$3.67K 0.74% 17
2025
Q2 		$1.77M Sell
7,355
-10
-0.1% -$2.18K 0.76% 17
2025
Q1 		$1.49M Sell
7,365
-19
-0.3% -$4.06K 0.72% 19
2024
Q4 		$1.53M Sell
7,384
-303
-4% -$63.5K 0.74% 15
2024
Q3 		$1.56M Sell
7,687
-33,395
-81% -$6.47M 0.79% 15
2024
Q2 		$5.74M Buy
41,082
+29,803
+264% +$5.56M 4.18% 8
2024
Q1 		$2.11M Sell
11,279
-17,781
-61% -$3.1M 1.25% 11
2023
Q4 		$4.56M Sell
29,060
-12,022
-29% -$1.76M 2.91% 10
2023
Q3 		$5.74M Sell
41,082
-1,193
-3% -$172K 4.18% 8
2023
Q2 		$6.1M Buy
42,275
+603
+1% +$84.8K 4.33% 8
2023
Q1 		$5.79M Sell
41,672
-252
-0.6% -$35.6K 4.48% 8
2022
Q4 		$6.12M Buy
41,924
+1,074
+3% +$156K 5.19% 7
2022
Q3 		$5.36M Buy
40,850
+607
+2% +$85.1K 5.05% 8
2022
Q2 		$5.49M Buy
40,243
+34
+0.1% +$4.99K 5.18% 7
2022
Q1 		$6.77M Buy
40,209
+966
+2% +$159K 5.46% 6
2021
Q4 		$7.13M Buy
+39,243
New +$7.23M 5.57% 7

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
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

Bryant Woods Investment Advisors's MTUM Position: Q2 2026 in Review

Bryant Woods Investment Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.37% in Q2 2026, buying an estimated $7.46K and bringing the position to 6,859 shares worth $2.35M. The position accounts for 0.65% of the portfolio, ranked #19.

Bryant Woods Investment Advisors first reported a position in MTUM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.13M in Q4 2021. 454 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Bryant Woods Investment Advisors held 6,859 shares of iShares MSCI USA Momentum Factor ETF worth $2.35M as of Q2 2026.
  • Bryant Woods Investment Advisors bought 25 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $7.46K.
  • iShares MSCI USA Momentum Factor ETF made up 0.65% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Bryant Woods Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Bryant Woods Investment Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $7.13M in Q4 2021.
  • 454 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.