Lowe Brockenbrough & Co
MTUM icon

Lowe Brockenbrough & Co’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Lowe Brockenbrough & Co’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
Q3 		$144K Hold
1,820
– – 0.01% 305
2026
Q2 		$156K Hold
1,820
– – 0.01% 287
2026
Q1 		$109K Hold
1,820
– – 0.01% 285
2025
Q4 		$114K Hold
1,820
– – 0.01% 287
2025
Q3 		$117K Hold
1,820
– – 0.01% 294
2025
Q2 		$109K Buy
+1,820
New +$99.3K 0.01% 283

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lowe Brockenbrough & Co's MTUM Position: Q3 2026 in Review

Lowe Brockenbrough & Co held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 1,820 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #305.

Lowe Brockenbrough & Co first reported a position in MTUM in Q2 2025 and has held it in 6 quarters since. The position peaked at $156K in Q2 2026. 1,030 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Lowe Brockenbrough & Co held 1,820 shares of iShares MSCI USA Momentum Factor ETF worth $144K as of Q3 2026.
  • Lowe Brockenbrough & Co left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #305 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 6 quarters since.
  • Lowe Brockenbrough & Co's iShares MSCI USA Momentum Factor ETF position peaked at $156K in Q2 2026.
  • 1,030 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.