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Jaffetilchin Investment Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Jaffetilchin Investment Partners’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 		$268K Buy
1,115
+3
+0.3% +$754 0.02% 390
2025
Q4 		$278K Hold
1,112
– – 0.02% 376
2025
Q3 		$285K Hold
1,112
– – 0.02% 365
2025
Q2 		$267K Sell
1,112
-98
-8% -$21.4K 0.02% 365
2025
Q1 		$245K Buy
+1,210
New +$259K 0.02% 363
2024
Q4 		– Sell
-12
Closed -$2.48K – 933
2024
Q3 		$2.48K Buy
+12
New +$2.32K ﹤0.01% 1151
2020
Q1 		– Sell
-30,000
Closed -$3.77M – 206
2019
Q4 		$3.77M Sell
30,000
-152
-0.5% -$18.4K 0.81% 18
2019
Q3 		$3.6M Sell
30,152
-19
-0.1% -$2.29K 0.86% 19
2019
Q2 		$3.58M Buy
+30,171
New +$3.45M 0.83% 20
2019
Q1 		– Sell
-8,567
Closed -$859K – 305
2018
Q4 		$859K Sell
8,567
-2,722
-24% -$291K 0.21% 66
2018
Q3 		$1.34M Sell
11,289
-763
-6% -$87.8K 0.28% 62
2018
Q2 		$1.32M Sell
12,052
-1,220
-9% -$134K 0.29% 58
2018
Q1 		$1.41M Buy
13,272
+9,321
+236% +$1.02M 0.32% 51
2017
Q4 		$407K Sell
3,951
-12,362
-76% -$1.24M 0.14% 146
2017
Q3 		$1.56M Buy
16,313
+10,997
+207% +$1.02M 0.37% 43
2017
Q2 		$473K Sell
5,316
-7,646
-59% -$662K 0.16% 113
2017
Q1 		$1.07M Buy
+12,962
New +$1.04M 0.27% 61
2016
Q3 		– Sell
-9,274
Closed -$709K – 253
2016
Q2 		$709K Buy
9,274
+1,485
+19% +$110K 0.21% 71
2016
Q1 		$569K Buy
7,789
+1,778
+30% +$124K 0.18% 70
2015
Q4 		$441K Buy
+6,011
New +$437K 0.14% 103

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Jaffetilchin Investment Partners's MTUM Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.27% in Q1 2026, buying an estimated $754 and bringing the position to 1,115 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #390.

Jaffetilchin Investment Partners first reported a position in MTUM in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.77M in Q4 2019. 1,052 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Jaffetilchin Investment Partners held 1,115 shares of iShares MSCI USA Momentum Factor ETF worth $268K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 3 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $754.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #390 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2015 and has held it in 20 quarters since.
  • Jaffetilchin Investment Partners's iShares MSCI USA Momentum Factor ETF position peaked at $3.77M in Q4 2019.
  • 1,052 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.