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Decker Retirement Planning’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Decker Retirement Planning’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 		$39.4K Buy
+115
New +$34.3K 0.01% 131
2026
Q1 		– Sell
-35
Closed -$8.79K – 305
2025
Q4 		$8.79K Buy
+35
New +$8.79K ﹤0.01% 169
2025
Q1 		– Sell
-18
Closed -$3.73K – 452
2024
Q4 		$3.73K Buy
+18
New +$3.77K ﹤0.01% 361

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

Decker Retirement Planning's MTUM Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 115 shares worth $39.4K. The stake represents 0.01% of the portfolio and ranks #131 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in MTUM as recently as Q4 2025.

Decker Retirement Planning first reported a position in MTUM in Q4 2024 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Decker Retirement Planning held 115 shares of iShares MSCI USA Momentum Factor ETF worth $39.4K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Decker Retirement Planning position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #131 holding.
  • Decker Retirement Planning first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 580 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.