JT Stratford LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

JT Stratford LLC’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	$510K	Sell	1,487 -893	-38%	-$266K	0.06%	217
2026 Q1	$571K	Buy	2,380 +44	+2%	+$11.1K	0.07%	199
2025 Q4	$585K	Buy	2,336 +961	+70%	+$241K	0.08%	204
2025 Q3	$353K	Sell	1,375 -13	-0.9%	-$3.18K	0.05%	246
2025 Q2	$334K	Sell	1,388 -49	-3%	-$10.7K	0.05%	230
2025 Q1	$290K	Buy	1,437 +248	+21%	+$53K	0.05%	234
2024 Q4	$246K	Buy	+1,189	New	+$249K	0.04%	260

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

JT Stratford LLC's MTUM Position: Q2 2026 in Review

JT Stratford LLC reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 38% in Q2 2026, selling an estimated $266K and leaving 1,487 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #217.

JT Stratford LLC first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $585K in Q4 2025. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

JT Stratford LLC held 1,487 shares of iShares MSCI USA Momentum Factor ETF worth $510K as of Q2 2026.
JT Stratford LLC sold 893 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $266K.
iShares MSCI USA Momentum Factor ETF made up 0.06% of JT Stratford LLC's portfolio in Q2 2026, its #217 holding.
JT Stratford LLC first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
JT Stratford LLC's iShares MSCI USA Momentum Factor ETF position peaked at $585K in Q4 2025.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.