IAN
MTUM icon

Integrated Advisors Network’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Integrated Advisors 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
Q1 		$2.36M Buy
9,846
+4,335
+79% +$1.09M 0.12% 177
2025
Q4 		$1.38M Buy
5,511
+2,174
+65% +$546K 0.06% 288
2025
Q3 		$856K Buy
3,337
+527
+19% +$129K 0.04% 394
2025
Q2 		$675K Buy
2,810
+286
+11% +$62.4K 0.03% 440
2025
Q1 		$510K Buy
2,524
+1,372
+119% +$293K 0.03% 454
2024
Q4 		$238K Buy
+1,152
New +$241K 0.01% 627
2023
Q1 		– Sell
-16,205
Closed -$2.36M – 688
2022
Q4 		$2.36M Buy
+16,205
New +$2.35M 0.15% 169
2022
Q2 		– Sell
-1,347
Closed -$227K – 708
2022
Q1 		$227K Sell
1,347
-51,041
-97% -$8.4M 0.01% 610
2021
Q4 		$9.53M Buy
52,388
+4,377
+9% +$807K 0.56% 36
2021
Q3 		$8.43M Buy
48,011
+20,883
+77% +$3.71M 0.56% 37
2021
Q2 		$4.71M Buy
27,128
+7,728
+40% +$1.31M 0.35% 70
2021
Q1 		$3.12M Buy
19,400
+6,652
+52% +$1.1M 0.29% 102
2020
Q4 		$2.06M Buy
12,748
+8,576
+206% +$1.31M 0.23% 129
2020
Q3 		$615K Buy
+4,172
New +$596K 0.08% 227

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 $9.54B AUM 19.86% 1-Year Est. Return

Integrated Advisors Network's MTUM Position: Q1 2026 in Review

Integrated Advisors Network increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 79% in Q1 2026, buying an estimated $1.09M and bringing the position to 9,846 shares worth $2.36M. The position accounts for 0.12% of the portfolio, ranked #177.

Integrated Advisors Network first reported a position in MTUM in Q3 2020 and has held it in 14 quarters since. The position peaked at $9.53M in Q4 2021. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Integrated Advisors Network held 9,846 shares of iShares MSCI USA Momentum Factor ETF worth $2.36M as of Q1 2026.
  • Integrated Advisors Network bought 4,335 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.09M.
  • iShares MSCI USA Momentum Factor ETF made up 0.12% of Integrated Advisors Network's portfolio in Q1 2026, its #177 holding.
  • Integrated Advisors Network first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and has held it in 14 quarters since.
  • Integrated Advisors Network's iShares MSCI USA Momentum Factor ETF position peaked at $9.53M in Q4 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.