Investors Research Corp’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Investors Research Corp’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	–	Sell	-26	Closed	-$6.24K	–	858
2026 Q1	$6.24K	Hold	26	–	–	﹤0.01%	588
2025 Q4	$6.51K	Hold	26	–	–	﹤0.01%	655
2025 Q3	$6.67K	Buy	+26	New	+$6.37K	﹤0.01%	679
2023 Q3	–	Sell	-15	Closed	-$2.16K	–	1096
2023 Q2	$2.16K	Hold	15	–	–	﹤0.01%	953
2023 Q1	$2.09K	Hold	15	–	–	﹤0.01%	980
2022 Q4	$2.19K	Hold	15	–	–	﹤0.01%	984
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	986
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	987
2022 Q1	$3K	Hold	15	–	–	﹤0.01%	911
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	891
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	909
2021 Q2	$3K	Hold	15	–	–	﹤0.01%	889
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	901
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	999
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	1004
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	1014
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	1024
2019 Q4	$2K	Hold	15	–	–	﹤0.01%	1035
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	1036
2019 Q2	$2K	Buy	+15	New	+$1.72K	﹤0.01%	980

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Investors Research Corp's MTUM Position: Q2 2026 in Review

Investors Research Corp sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 26 shares — an estimated $6.24K sold.

Investors Research Corp first reported a position in MTUM in Q2 2019 and held it in 20 quarters. The position peaked at $6.67K in Q3 2025. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Investors Research Corp reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 26 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $6.24K.
Investors Research Corp first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2019 and held it in 20 quarters.
Investors Research Corp's iShares MSCI USA Momentum Factor ETF position peaked at $6.67K in Q3 2025.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.