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JBR Co Financial Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

JBR Co Financial Management’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 		$465K Sell
1,357
-18
-1% -$5.37K 0.17% 87
2026
Q1 		$344K Hold
1,375
– – 0.14% 97
2025
Q4 		$344K Hold
1,375
– – 0.14% 97
2025
Q3 		$353K Hold
1,375
– – 0.15% 90
2025
Q2 		$330K Sell
1,375
-81
-6% -$17.7K 0.16% 90
2025
Q1 		$294K Hold
1,456
– – 0.17% 91
2024
Q4 		$301K Hold
1,456
– – 0.18% 85
2024
Q3 		$295K Hold
1,456
– – 0.19% 88
2024
Q2 		$284K Buy
1,456
+298
+26% +$55.6K 0.2% 81
2024
Q1 		$217K Buy
+1,158
New +$202K 0.17% 91

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

JBR Co Financial Management's MTUM Position: Q2 2026 in Review

JBR Co Financial Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.3% in Q2 2026, selling an estimated $5.37K and leaving 1,357 shares worth $465K. The position accounts for 0.17% of the portfolio, ranked #87.

JBR Co Financial Management first reported a position in MTUM in Q1 2024 and has held it in 10 quarters since. 352 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • JBR Co Financial Management held 1,357 shares of iShares MSCI USA Momentum Factor ETF worth $465K as of Q2 2026.
  • JBR Co Financial Management sold 18 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $5.37K.
  • iShares MSCI USA Momentum Factor ETF made up 0.17% of JBR Co Financial Management's portfolio in Q2 2026, its #87 holding.
  • JBR Co Financial Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.