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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
Q1 		$109K Hold
455
– – 0.01% 285
2025
Q4 		$114K Hold
455
– – 0.01% 287
2025
Q3 		$117K Hold
455
– – 0.01% 294
2025
Q2 		$109K Buy
+455
New +$99.3K 0.01% 283

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Lowe Brockenbrough & Co's MTUM Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 455 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #285.

Lowe Brockenbrough & Co first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $117K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Lowe Brockenbrough & Co held 455 shares of iShares MSCI USA Momentum Factor ETF worth $109K as of Q1 2026.
  • Lowe Brockenbrough & Co left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #285 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's iShares MSCI USA Momentum Factor ETF position peaked at $117K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.