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Independent Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Independent Financial 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 		$7.88M Sell
22,992
-4,059
-15% -$1.21M 0.15% 138
2026
Q1 		$6.49M Buy
27,051
+2,217
+9% +$557K 0.15% 145
2025
Q4 		$6.22M Buy
24,834
+9,740
+65% +$2.45M 0.14% 135
2025
Q3 		$3.87M Buy
15,094
+2,816
+23% +$690K 0.09% 203
2025
Q2 		$2.95M Buy
12,278
+6,250
+104% +$1.36M 0.08% 244
2025
Q1 		$1.22M Buy
6,028
+1,246
+26% +$266K 0.04% 429
2024
Q4 		$989K Buy
4,782
+1,171
+32% +$245K 0.03% 480
2024
Q3 		$732K Sell
3,611
-669
-16% -$130K 0.03% 530
2024
Q2 		$834K Sell
4,280
-62
-1% -$11.6K 0.03% 452
2024
Q1 		$813K Buy
4,342
+792
+22% +$138K 0.04% 431
2023
Q4 		$557K Sell
3,550
-7,538
-68% -$1.11M 0.03% 524
2023
Q3 		$1.55M Buy
11,088
+6,412
+137% +$926K 0.1% 223
2023
Q2 		$675K Sell
4,676
-2,250
-32% -$316K 0.05% 401
2023
Q1 		$963K Buy
6,926
+183
+3% +$25.8K 0.08% 285
2022
Q4 		$984K Buy
6,743
+4,661
+224% +$676K 0.08% 235
2022
Q3 		$273K Buy
2,082
+353
+20% +$49.5K 0.02% 563
2022
Q2 		$236K Sell
1,729
-935
-35% -$137K 0.03% 585
2022
Q1 		$448K Sell
2,664
-4,202
-61% -$692K 0.04% 459
2021
Q4 		$1.25M Sell
6,866
-641
-9% -$118K 0.1% 207
2021
Q3 		$1.32M Buy
7,507
+2,642
+54% +$470K 0.13% 158
2021
Q2 		$844K Sell
4,865
-6,358
-57% -$1.08M 0.09% 255
2021
Q1 		$1.81M Sell
11,223
-263
-2% -$43.5K 0.23% 107
2020
Q4 		$1.85M Buy
11,486
+967
+9% +$148K 0.27% 84
2020
Q3 		$1.55M Sell
10,519
-755
-7% -$108K 0.29% 78
2020
Q2 		$1.48M Buy
11,274
+4,193
+59% +$507K 0.32% 71
2020
Q1 		$754K Buy
+7,081
New +$875K 0.22% 116

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

Independent Financial Group's MTUM Position: Q2 2026 in Review

Independent Financial Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 15% in Q2 2026, selling an estimated $1.21M and leaving 22,992 shares worth $7.88M. The position accounts for 0.15% of the portfolio, ranked #138.

Independent Financial Group first reported a position in MTUM in Q1 2020 and has held it in 26 quarters since. 1,205 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Independent Financial Group held 22,992 shares of iShares MSCI USA Momentum Factor ETF worth $7.88M as of Q2 2026.
  • Independent Financial Group sold 4,059 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.21M.
  • iShares MSCI USA Momentum Factor ETF made up 0.15% of Independent Financial Group's portfolio in Q2 2026, its #138 holding.
  • Independent Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,205 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.