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DHJJ Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

DHJJ Financial 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
Q1 		$3.85K Hold
16
– – ﹤0.01% 683
2025
Q4 		$4.01K Hold
16
– – ﹤0.01% 656
2025
Q3 		$4.1K Hold
16
– – ﹤0.01% 636
2025
Q2 		$3.83K Hold
16
– – ﹤0.01% 633
2025
Q1 		$3.22K Hold
16
– – ﹤0.01% 605
2024
Q4 		$3.29K Hold
16
– – ﹤0.01% 580
2024
Q3 		$3.21K Hold
16
– – ﹤0.01% 571
2024
Q2 		$3.08K Hold
16
– – ﹤0.01% 532
2024
Q1 		$2.96K Hold
16
– – ﹤0.01% 529
2023
Q4 		$2.47K Hold
16
– – ﹤0.01% 530
2023
Q3 		$2.19K Buy
+16
New +$2.31K ﹤0.01% 537

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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 $8.74B AUM 14.62% 1-Year Est. Return

DHJJ Financial Advisors's MTUM Position: Q1 2026 in Review

DHJJ Financial Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 16 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

DHJJ Financial Advisors first reported a position in MTUM in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.1K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • DHJJ Financial Advisors held 16 shares of iShares MSCI USA Momentum Factor ETF worth $3.85K as of Q1 2026.
  • DHJJ Financial Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #683 holding.
  • DHJJ Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $4.1K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.