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 Q2	$5.51K	Hold	16	–	–	﹤0.01%	664
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

DHJJ Financial Advisors's MTUM Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 16 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

DHJJ Financial Advisors first reported a position in MTUM in Q3 2023 and has held it in 12 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

DHJJ Financial Advisors held 16 shares of iShares MSCI USA Momentum Factor ETF worth $5.51K as of Q2 2026.
DHJJ Financial Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #664 holding.
DHJJ Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and has held it in 12 quarters since.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.