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IAG Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

IAG Wealth Partners’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 		$344K Hold
1,432
– – 0.04% 96
2025
Q4 		$358K Sell
1,432
-147
-9% -$36.9K 0.04% 97
2025
Q3 		$405K Sell
1,579
-210
-12% -$51.4K 0.05% 87
2025
Q2 		$430K Hold
1,789
– – 0.06% 83
2025
Q1 		$362K Sell
1,789
-391
-18% -$83.6K 0.06% 84
2024
Q4 		$451K Sell
2,180
-327
-13% -$68.5K 0.08% 73
2024
Q3 		$508K Sell
2,507
-303
-11% -$58.7K 0.09% 63
2024
Q2 		$548K Sell
2,810
-2,040
-42% -$381K 0.11% 61
2024
Q1 		$909K Sell
4,850
-955
-16% -$167K 0.2% 51
2023
Q4 		$911K Sell
5,805
-1,454
-20% -$213K 0.21% 50
2023
Q3 		$1.01M Sell
7,259
-6,407
-47% -$925K 0.28% 43
2023
Q2 		$1.97M Sell
13,666
-6,250
-31% -$879K 0.52% 34
2023
Q1 		$2.77M Sell
19,916
-4,832
-20% -$682K 0.77% 26
2022
Q4 		$3.61M Sell
24,748
-5,817
-19% -$844K 1.06% 22
2022
Q3 		$4.01M Sell
30,565
-1,992
-6% -$279K 1.33% 18
2022
Q2 		$4.44M Sell
32,557
-7,554
-19% -$1.11M 1.45% 19
2022
Q1 		$6.75M Sell
40,111
-1,985
-5% -$327K 2.12% 12
2021
Q4 		$7.65M Sell
42,096
-3,520
-8% -$649K 2.45% 12
2021
Q3 		$8.01M Sell
45,616
-2,213
-5% -$393K 2.85% 11
2021
Q2 		$8.29M Sell
47,829
-2,288
-5% -$388K 2.98% 11
2021
Q1 		$8.06M Buy
50,117
+3,738
+8% +$618K 3.07% 11
2020
Q4 		$7.48M Buy
46,379
+2,157
+5% +$331K 3.06% 11
2020
Q3 		$6.52M Buy
44,222
+3,052
+7% +$436K 3.01% 12
2020
Q2 		$5.39M Buy
41,170
+16,614
+68% +$2.01M 2.61% 12
2020
Q1 		$2.62M Buy
24,556
+18,959
+339% +$2.34M 1.74% 13
2019
Q4 		$703K Buy
+5,597
New +$679K 0.46% 30

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

IAG Wealth Partners's MTUM Position: Q1 2026 in Review

IAG Wealth Partners held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 1,432 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #96.

IAG Wealth Partners first reported a position in MTUM in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.29M in Q2 2021. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • IAG Wealth Partners held 1,432 shares of iShares MSCI USA Momentum Factor ETF worth $344K as of Q1 2026.
  • IAG Wealth Partners left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of IAG Wealth Partners's portfolio in Q1 2026, its #96 holding.
  • IAG Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $8.29M in Q2 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.