IMG Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

IMG Wealth Management’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	$228K	Buy	665 +30	+5%	+$8.95K	0.13%	97
2026 Q1	$152K	Hold	635	–	–	0.1%	112
2025 Q4	$159K	Hold	635	–	–	0.1%	105
2025 Q3	$163K	Sell	635 -558	-47%	-$137K	0.11%	97
2025 Q2	$287K	Sell	1,193 -59	-5%	-$12.9K	0.22%	62
2025 Q1	$253K	Buy	1,252 +16	+1%	+$3.42K	0.23%	57
2024 Q4	$256K	Buy	+1,236	New	+$259K	0.24%	58

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 22.96% 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

IMG Wealth Management's MTUM Position: Q2 2026 in Review

IMG Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 4.7% in Q2 2026, buying an estimated $8.95K and bringing the position to 665 shares worth $228K. The position accounts for 0.13% of the portfolio, ranked #97.

IMG Wealth Management first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $287K in Q2 2025. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

IMG Wealth Management held 665 shares of iShares MSCI USA Momentum Factor ETF worth $228K as of Q2 2026.
IMG Wealth Management bought 30 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $8.95K.
iShares MSCI USA Momentum Factor ETF made up 0.13% of IMG Wealth Management's portfolio in Q2 2026, its #97 holding.
IMG Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $287K in Q2 2025.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.