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Institute for Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Institute for 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
Q2 		$1.06M Sell
3,104
-4
-0.1% -$1.19K 0.09% 192
2026
Q1 		$746K Hold
3,108
– – 0.08% 246
2025
Q4 		$778K Sell
3,108
-960
-24% -$241K 0.08% 230
2025
Q3 		$1.04M Buy
4,068
+56
+1% +$13.7K 0.11% 191
2025
Q2 		$964K Buy
4,012
+418
+12% +$91.2K 0.11% 197
2025
Q1 		$726K Sell
3,594
-50
-1% -$10.7K 0.09% 239
2024
Q4 		$754K Buy
3,644
+12
+0.3% +$2.51K 0.09% 222
2024
Q3 		$736K Buy
3,632
+1
+0% +$194 0.09% 227
2024
Q2 		$708K Sell
3,631
-2
-0.1% -$373 0.09% 219
2024
Q1 		$681K Hold
3,633
– – 0.09% 228
2023
Q4 		$570K Buy
3,633
+3
+0.1% +$440 0.09% 243
2023
Q3 		$507K Hold
3,630
– – 0.09% 256
2023
Q2 		$524K Buy
3,630
+2
+0.1% +$281 0.09% 257
2023
Q1 		$504K Sell
3,628
-71
-2% -$10K 0.1% 259
2022
Q4 		$540K Sell
3,699
-38
-1% -$5.51K 0.11% 243
2022
Q3 		$490K Sell
3,737
-40
-1% -$5.61K 0.11% 239
2022
Q2 		$515K Buy
3,777
+1
+0% +$147 0.1% 264
2022
Q1 		$635K Buy
3,776
+2
+0.1% +$329 0.1% 241
2021
Q4 		$686K Sell
3,774
-269
-7% -$49.6K 0.11% 223
2021
Q3 		$710K Buy
4,043
+1
+0% +$178 0.12% 204
2021
Q2 		$701K Hold
4,042
– – 0.12% 199
2021
Q1 		$650K Sell
4,042
-42
-1% -$6.94K 0.12% 207
2020
Q4 		$659K Buy
4,084
+316
+8% +$48.4K 0.13% 200
2020
Q3 		$555K Buy
3,768
+446
+13% +$63.7K 0.13% 204
2020
Q2 		$435K Sell
3,322
-209
-6% -$25.3K 0.11% 262
2020
Q1 		$376K Sell
3,531
-127
-3% -$15.7K 0.12% 237
2019
Q4 		$459K Buy
3,658
+10
+0.3% +$1.21K 0.1% 271
2019
Q3 		$435K Sell
3,648
-65
-2% -$7.83K 0.11% 259
2019
Q2 		$440K Sell
3,713
-5
-0.1% -$572 0.1% 283
2019
Q1 		$417K Sell
3,718
-254
-6% -$27.3K 0.09% 279
2018
Q4 		$398K Buy
+3,972
New +$425K 0.16% 170

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

Institute for Wealth Management's MTUM Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.13% in Q2 2026, selling an estimated $1.19K and leaving 3,104 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #192.

Institute for Wealth Management first reported a position in MTUM in Q4 2018 and has held it in 31 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Institute for Wealth Management held 3,104 shares of iShares MSCI USA Momentum Factor ETF worth $1.06M as of Q2 2026.
  • Institute for Wealth Management sold 4 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.19K.
  • iShares MSCI USA Momentum Factor ETF made up 0.09% of Institute for Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.