HKIMG
MTUM icon

Hutchens & Kramer Investment Management Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hutchens & Kramer Investment Management 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 		$497K Sell
1,450
-219
-13% -$65.4K 0.13% 89
2026
Q1 		$401K Sell
1,669
-26
-2% -$6.53K 0.13% 94
2025
Q4 		$424K Buy
1,695
+579
+52% +$145K 0.15% 95
2025
Q3 		$286K Sell
1,116
-165
-13% -$40.4K 0.11% 122
2025
Q2 		$303K Sell
1,281
-71
-5% -$15.5K 0.14% 109
2025
Q1 		$273K Sell
1,352
-149
-10% -$31.8K 0.15% 114
2024
Q4 		$311K Buy
+1,501
New +$314K 0.17% 104

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

Hutchens & Kramer Investment Management Group's MTUM Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 13% in Q2 2026, selling an estimated $65.4K and leaving 1,450 shares worth $497K. The position accounts for 0.13% of the portfolio, ranked #89.

Hutchens & Kramer Investment Management Group first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 1,450 shares of iShares MSCI USA Momentum Factor ETF worth $497K as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 219 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $65.4K.
  • iShares MSCI USA Momentum Factor ETF made up 0.13% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #89 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.