Integrated Advisors Network
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
Q3 		$309K Sell
973
-8,840
-90% -$2.73M 0.01% 548
2026
Q2 		$3.36M Sell
9,813
-33
-0.3% -$9.8K 0.15% 148
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 		$9.5M 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 		$4.7M 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

State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Integrated Advisors Network's MTUM Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 90% in Q3 2026, selling an estimated $2.73M and leaving 973 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #548.

Integrated Advisors Network first reported a position in MTUM in Q3 2020 and has held it in 16 quarters since. The position peaked at $9.5M in Q4 2021. 517 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Integrated Advisors Network held 973 shares of iShares MSCI USA Momentum Factor ETF worth $309K as of Q3 2026.
  • Integrated Advisors Network sold 8,840 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $2.73M.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #548 holding.
  • Integrated Advisors Network first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and has held it in 16 quarters since.
  • Integrated Advisors Network's iShares MSCI USA Momentum Factor ETF position peaked at $9.5M in Q4 2021.
  • 517 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.