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

IFP 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 		$10.9M Buy
31,818
+14,085
+79% +$4.2M 0.2% 114
2026
Q1 		$4.26M Sell
17,733
-1,099
-6% -$276K 0.09% 251
2025
Q4 		$4.71M Sell
18,832
-594
-3% -$149K 0.11% 207
2025
Q3 		$4.98M Sell
19,426
-1,332
-6% -$326K 0.13% 177
2025
Q2 		$4.99M Sell
20,758
-27,608
-57% -$6.02M 0.14% 156
2025
Q1 		$9.78M Buy
48,366
+35,001
+262% +$7.48M 0.3% 65
2024
Q4 		$2.77M Buy
13,365
+2,714
+25% +$569K 0.09% 253
2024
Q3 		$2.16M Buy
10,651
+216
+2% +$41.8K 0.08% 282
2024
Q2 		$2.03M Sell
10,435
-482
-4% -$89.9K 0.08% 262
2024
Q1 		$2.05M Buy
10,917
+10,368
+1,889% +$1.81M 0.09% 247
2023
Q4 		$86.1K Sell
549
-1,318
-71% -$193K ﹤0.01% 1312
2023
Q3 		$261K Sell
1,867
-1,022
-35% -$148K 0.01% 842
2023
Q2 		$417K Sell
2,889
-4,993
-63% -$702K 0.02% 715
2023
Q1 		$882K Sell
7,882
-49,822
-86% -$7.03M 0.04% 431
2022
Q4 		$6.6M Buy
57,704
+14,757
+34% +$2.14M 0.18% 105
2022
Q3 		$4.85M Buy
42,947
+31,426
+273% +$4.41M 0.13% 165
2022
Q2 		$1.31M Hold
11,521
– – 0.04% 490
2022
Q1 		$1.31M Buy
11,521
+5,291
+85% +$871K 0.04% 490
2021
Q4 		$1.15M Sell
6,230
-17,552
-74% -$3.23M 0.02% 375
2021
Q3 		$4.18M Buy
23,782
+11,407
+92% +$2.03M 0.08% 140
2021
Q2 		$2.17M Sell
12,375
-11,324
-48% -$1.92M 0.04% 228
2021
Q1 		$3.79M Buy
23,699
+51
+0.2% +$8.43K 0.07% 129
2020
Q4 		$3.81M Buy
23,648
+2,211
+10% +$339K 0.15% 106
2020
Q3 		$3.16M Buy
21,437
+14,005
+188% +$2M 0.19% 105
2020
Q2 		$951K Sell
7,432
-2,399
-24% -$290K 0.08% 275
2020
Q1 		$1.07M Buy
9,831
+3,919
+66% +$484K 0.11% 202
2019
Q4 		$745K Sell
5,912
-12,056
-67% -$1.46M 0.06% 344
2019
Q3 		$2.13M Buy
+17,968
New +$2.17M 0.14% 156
2019
Q1 		$626K Sell
5,595
-32,052
-85% -$3.45M 0.09% 244
2018
Q4 		$3.72M Sell
37,647
-32,397
-46% -$3.47M 0.23% 98
2018
Q3 		$8.34M Buy
70,044
+5,288
+8% +$608K 0.34% 61
2018
Q2 		$7.1M Buy
64,756
+29,367
+83% +$3.21M 0.3% 74
2018
Q1 		$3.65M Hold
35,389
– – 0.17% 138
2017
Q4 		$3.65M Buy
35,389
+5,749
+19% +$579K 0.17% 138
2017
Q3 		$2.84M Sell
29,640
-4,462
-13% -$413K 0.11% 195
2017
Q2 		$3.03M Buy
34,102
+29,817
+696% +$2.58M 0.13% 183
2017
Q1 		$354K Buy
4,285
+1,391
+48% +$111K 0.02% 838
2016
Q4 		$220K Buy
2,894
+398
+16% +$30.2K 0.01% 1001
2016
Q3 		$193K Buy
2,496
+17
+0.7% +$1.32K 0.01% 1022
2016
Q2 		$189K Sell
2,479
-3,116
-56% -$230K 0.01% 997
2016
Q1 		$626K Buy
5,595
+4,854
+655% +$339K 0.09% 244
2015
Q4 		$54K Buy
+741
New +$53.8K ﹤0.01% 1569

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

IFP Advisors's MTUM Position: Q2 2026 in Review

IFP Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 79% in Q2 2026, buying an estimated $4.2M and bringing the position to 31,818 shares worth $10.9M. The position accounts for 0.2% of the portfolio, ranked #114.

IFP Advisors first reported a position in MTUM in Q4 2015 and has held it in 42 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • IFP Advisors held 31,818 shares of iShares MSCI USA Momentum Factor ETF worth $10.9M as of Q2 2026.
  • IFP Advisors bought 14,085 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $4.2M.
  • iShares MSCI USA Momentum Factor ETF made up 0.2% of IFP Advisors's portfolio in Q2 2026, its #114 holding.
  • IFP Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.