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

Independent Wealth Network’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 		$727K Sell
2,119
-14
-0.7% -$4.18K 0.18% 139
2026
Q1 		$512K Buy
+2,133
New +$536K 0.15% 161
2021
Q4 		– Sell
-1,986
Closed -$385K – 227
2021
Q3 		$385K Buy
+1,986
New +$353K 0.25% 111

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 Wealth Network's MTUM Position: Q2 2026 in Review

Independent Wealth Network reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.66% in Q2 2026, selling an estimated $4.18K and leaving 2,119 shares worth $727K. The position accounts for 0.18% of the portfolio, ranked #139.

Independent Wealth Network first reported a position in MTUM in Q3 2021 and has held it in 3 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Independent Wealth Network held 2,119 shares of iShares MSCI USA Momentum Factor ETF worth $727K as of Q2 2026.
  • Independent Wealth Network sold 14 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $4.18K.
  • iShares MSCI USA Momentum Factor ETF made up 0.18% of Independent Wealth Network's portfolio in Q2 2026, its #139 holding.
  • Independent Wealth Network first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2021 and has held it in 3 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.