Intelligence Driven Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Intelligence Driven Advisers’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	$294K	Hold	927	–	–	0.05%	107
2026 Q2	$318K	Hold	927	–	–	0.05%	103
2026 Q1	$222K	Hold	927	–	–	0.04%	114
2025 Q4	$232K	Hold	927	–	–	0.03%	119
2025 Q3	$238K	Hold	927	–	–	0.03%	107
2025 Q2	$223K	Buy	+927	New	+$202K	0.03%	109
2024 Q4	–	Sell	-994	Closed	-$202K	–	117
2024 Q3	$202K	Sell	994 -281	-22%	-$54.4K	0.03%	109
2024 Q2	$248K	Hold	1,275	–	–	0.04%	90
2024 Q1	$239K	Sell	1,275 -1,676	-57%	-$293K	0.04%	84
2023 Q4	$489K	Sell	2,951 -4,155	-58%	-$610K	0.08%	57
2023 Q3	$984K	Sell	7,106 -13,771	-66%	-$1.99M	0.17%	33
2023 Q2	$2.96M	Sell	20,877 -167,615	-89%	-$23.6M	0.52%	25
2023 Q1	$26.8M	Buy	188,492 +455	+0.2%	+$64.2K	4.82%	6
2022 Q4	$27.4M	Buy	188,037 +21,726	+13%	+$3.15M	5.03%	6
2022 Q3	$22.8M	Buy	166,311 +7,732	+5%	+$1.08M	4.59%	4
2022 Q2	$21.6M	Buy	158,579 +193	+0.1%	+$28.3K	4.23%	5
2022 Q1	$26.1M	Buy	158,386 +1,618	+1%	+$266K	4.78%	6
2021 Q4	$24.8M	Sell	156,768 -2,034	-1%	-$375K	4.56%	8
2021 Q3	$28.2M	Buy	158,802 +6,552	+4%	+$1.16M	6.32%	6
2021 Q2	$26.4M	Buy	152,250 +23,139	+18%	+$3.92M	5.13%	5
2021 Q1	$20.8M	Buy	129,111 +1,667	+1%	+$276K	4.66%	8
2020 Q4	$20.6M	Buy	127,444 +31,294	+33%	+$4.8M	4.61%	8
2020 Q3	$14.2M	Buy	96,150 +53,420	+125%	+$7.63M	3.32%	12
2020 Q2	$5.6M	Sell	42,730 -5,015	-11%	-$607K	1.98%	14
2020 Q1	$5.08M	Sell	47,745 -14,094	-23%	-$1.74M	2.36%	12
2019 Q4	$7.76M	Sell	61,839 -6,764	-10%	-$821K	3.52%	9
2019 Q3	$8.18M	Sell	68,603 -5,781	-8%	-$697K	3.87%	6
2019 Q2	$8.82M	Sell	74,384 -10,208	-12%	-$1.17M	4.19%	5
2019 Q1	$9.49M	Buy	84,592 +23,742	+39%	+$2.55M	5.19%	5
2018 Q4	$6.1M	Buy	+60,850	New	+$6.51M	3.86%	8

Other funds holding MTUM

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Intelligence Driven Advisers's MTUM Position: Q3 2026 in Review

Intelligence Driven Advisers held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 927 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #107.

Intelligence Driven Advisers first reported a position in MTUM in Q4 2018 and has held it in 30 quarters since. The position peaked at $28.2M in Q3 2021. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Intelligence Driven Advisers held 927 shares of iShares MSCI USA Momentum Factor ETF worth $294K as of Q3 2026.
Intelligence Driven Advisers left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.05% of Intelligence Driven Advisers's portfolio in Q3 2026, its #107 holding.
Intelligence Driven Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 30 quarters since.
Intelligence Driven Advisers's iShares MSCI USA Momentum Factor ETF position peaked at $28.2M in Q3 2021.
61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.