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Investment Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Investment Advisory Services’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 		$329K Hold
960
– – 0.09% 100
2026
Q1 		$230K Hold
960
– – 0.07% 122
2025
Q4 		$240K Hold
960
– – 0.08% 112
2025
Q3 		$246K Hold
960
– – 0.08% 111
2025
Q2 		$231K Buy
+960
New +$209K 0.08% 117

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
FG
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

Investment Advisory Services's MTUM Position: Q2 2026 in Review

Investment Advisory Services held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 960 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #100.

Investment Advisory Services first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Investment Advisory Services held 960 shares of iShares MSCI USA Momentum Factor ETF worth $329K as of Q2 2026.
  • Investment Advisory Services left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.09% of Investment Advisory Services's portfolio in Q2 2026, its #100 holding.
  • Investment Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.