Insight Wealth Strategies’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Insight Wealth Strategies’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	$1.64M	Sell	4,997 -2	-0%	-$597	0.16%	93
2026 Q1	$1.2M	Sell	4,999 -694	-12%	-$174K	0.13%	104
2025 Q4	$1.42M	Buy	5,693 +4	+0.1%	+$1K	0.16%	97
2025 Q3	$1.46M	Sell	5,689 -101	-2%	-$24.7K	0.17%	98
2025 Q2	$1.37M	Buy	5,790 +6	+0.1%	+$1.31K	0.17%	97
2025 Q1	$1.17M	Sell	5,784 -3	-0.1%	-$641	0.16%	102
2024 Q4	$1.2M	Sell	5,787 -354	-6%	-$74.2K	0.16%	102
2024 Q3	$1.25M	Sell	6,141 -128,887	-95%	-$25M	0.16%	111
2024 Q2	$26.3M	Buy	135,028 +1,543	+1%	+$288K	3.74%	4
2024 Q1	$25M	Sell	133,485 -13,304	-9%	-$2.32M	3.67%	4
2023 Q4	$23M	Sell	146,789 -5,550	-4%	-$815K	3.72%	6
2023 Q3	$21.3M	Sell	152,339 -3,944	-3%	-$569K	4.11%	6
2023 Q2	$22.5M	Sell	156,283 -661	-0.4%	-$92.9K	4.31%	6
2023 Q1	$21.8M	Sell	156,944 -5,949	-4%	-$839K	4.28%	9
2022 Q4	$23.8M	Sell	162,893 -5,113	-3%	-$742K	4.6%	5
2022 Q3	$22.9M	Hold	168,006	–	–	4.26%	10
2022 Q2	$22.9M	Sell	168,006 -5,945	-3%	-$873K	4.26%	10
2022 Q1	$29.3M	Buy	173,951 +3,886	+2%	+$640K	4.32%	4
2021 Q4	$30.9M	Sell	170,065 -2,978	-2%	-$549K	4.41%	4
2021 Q3	$30.4M	Sell	173,043 -2,091	-1%	-$372K	4.27%	3
2021 Q2	$30.4M	Sell	175,134 -16,317	-9%	-$2.76M	4.32%	3
2021 Q1	$30.8M	Buy	191,451 +70,818	+59%	+$11.7M	4.13%	3
2020 Q4	$19.5M	Sell	120,633 -25,358	-17%	-$3.89M	3.3%	10
2020 Q3	$21.5M	Buy	145,991 +32,588	+29%	+$4.66M	3.99%	9
2020 Q2	$14.9M	Buy	113,403 +14,692	+15%	+$1.78M	3.31%	11
2020 Q1	$10.5M	Buy	98,711 +82,369	+504%	+$10.2M	2.8%	12
2019 Q4	$2.05M	Buy	16,342 +9,859	+152%	+$1.2M	0.43%	42
2019 Q3	$773K	Buy	6,483 +3,820	+143%	+$460K	0.18%	85
2019 Q2	$316K	Buy	+2,663	New	+$305K	0.08%	135

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Insight Wealth Strategies's MTUM Position: Q2 2026 in Review

Insight Wealth Strategies reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.04% in Q2 2026, selling an estimated $597 and leaving 4,997 shares worth $1.64M. The position accounts for 0.16% of the portfolio, ranked #93.

Insight Wealth Strategies first reported a position in MTUM in Q2 2019 and has held it in 29 quarters since. The position peaked at $30.9M in Q4 2021. 457 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Insight Wealth Strategies held 4,997 shares of iShares MSCI USA Momentum Factor ETF worth $1.64M as of Q2 2026.
Insight Wealth Strategies sold 2 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $597.
iShares MSCI USA Momentum Factor ETF made up 0.16% of Insight Wealth Strategies's portfolio in Q2 2026, its #93 holding.
Insight Wealth Strategies first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2019 and has held it in 29 quarters since.
Insight Wealth Strategies's iShares MSCI USA Momentum Factor ETF position peaked at $30.9M in Q4 2021.
457 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.