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

Independent Solutions 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
Q1 		$3.77M Buy
15,695
+6,354
+68% +$1.6M 0.55% 48
2025
Q4 		$2.34M Buy
9,341
+1,387
+17% +$348K 0.43% 76
2025
Q3 		$2.04M Buy
7,954
+1,080
+16% +$264K 0.36% 84
2025
Q2 		$1.65M Buy
6,874
+220
+3% +$48K 0.32% 90
2025
Q1 		$1.34M Buy
6,654
+497
+8% +$106K 0.3% 93
2024
Q4 		$1.27M Buy
+6,157
New +$1.29M 0.28% 101

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

Independent Solutions Wealth Management's MTUM Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 68% in Q1 2026, buying an estimated $1.6M and bringing the position to 15,695 shares worth $3.77M. The position accounts for 0.55% of the portfolio, ranked #48.

Independent Solutions Wealth Management first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Independent Solutions Wealth Management held 15,695 shares of iShares MSCI USA Momentum Factor ETF worth $3.77M as of Q1 2026.
  • Independent Solutions Wealth Management bought 6,354 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.6M.
  • iShares MSCI USA Momentum Factor ETF made up 0.55% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Independent Solutions Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.