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Medallion Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Medallion Wealth Advisors’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 		$16.1K Hold
67
– – 0.01% 693
2025
Q4 		$16.8K Hold
67
– – 0.01% 669
2025
Q3 		$17.2K Hold
67
– – 0.01% 658
2025
Q2 		$15.9K Hold
67
– – 0.01% 664
2025
Q1 		$13.6K Sell
67
-60
-47% -$12.8K 0.01% 639
2024
Q4 		$26.4K Buy
+127
New +$26.6K 0.01% 517

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 $9.54B AUM 19.86% 1-Year Est. Return

Medallion Wealth Advisors's MTUM Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 67 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #693.

Medallion Wealth Advisors first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.4K in Q4 2024. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Medallion Wealth Advisors held 67 shares of iShares MSCI USA Momentum Factor ETF worth $16.1K as of Q1 2026.
  • Medallion Wealth Advisors 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 Medallion Wealth Advisors's portfolio in Q1 2026, its #693 holding.
  • Medallion Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $26.4K in Q4 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.