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Indiana Trust & Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Indiana Trust & Investment 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 		$18.5K Sell
54
-55
-50% -$16.4K 0.01% 371
2026
Q1 		$26.2K Buy
+109
New +$27.4K 0.01% 341
2024
Q4 		– Sell
-581
Closed -$118K – 495
2024
Q3 		$118K Sell
581
-100
-15% -$19.4K 0.04% 217
2024
Q2 		$133K Hold
681
– – 0.05% 195
2024
Q1 		$128K Buy
+681
New +$119K 0.05% 193

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

Indiana Trust & Investment Management's MTUM Position: Q2 2026 in Review

Indiana Trust & Investment Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 50% in Q2 2026, selling an estimated $16.4K and leaving 54 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #371.

Indiana Trust & Investment Management first reported a position in MTUM in Q1 2024 and has held it in 5 quarters since. The position peaked at $133K in Q2 2024. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Indiana Trust & Investment Management held 54 shares of iShares MSCI USA Momentum Factor ETF worth $18.5K as of Q2 2026.
  • Indiana Trust & Investment Management sold 55 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $16.4K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #371 holding.
  • Indiana Trust & Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 5 quarters since.
  • Indiana Trust & Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $133K in Q2 2024.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.