MMA
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Miracle Mile Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Miracle Mile 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
Q2 		$325K Buy
949
+82
+9% +$24.5K ﹤0.01% 774
2026
Q1 		$208K Sell
867
-509
-37% -$128K ﹤0.01% 843
2025
Q4 		$344K Buy
1,376
+108
+9% +$27.1K ﹤0.01% 665
2025
Q3 		$325K Sell
1,268
-188
-13% -$46K ﹤0.01% 662
2025
Q2 		$350K Buy
1,456
+301
+26% +$65.7K 0.01% 567
2025
Q1 		$233K Sell
1,155
-215
-16% -$45.9K ﹤0.01% 571
2024
Q4 		$283K Buy
1,370
+229
+20% +$48K 0.01% 531
2024
Q3 		$231K Sell
1,141
-828
-42% -$160K 0.01% 476
2024
Q2 		$384K Buy
1,969
+101
+5% +$18.8K 0.01% 373
2024
Q1 		$350K Buy
1,868
+1
+0.1% +$175 0.01% 384
2023
Q4 		$293K Hold
1,867
– – 0.01% 398
2023
Q3 		$261K Sell
1,867
-1,022
-35% -$148K 0.01% 415
2023
Q2 		$417K Sell
2,889
-525
-15% -$73.8K 0.01% 375
2023
Q1 		$475K Sell
3,414
-627
-16% -$88.5K 0.02% 362
2022
Q4 		$590K Sell
4,041
-129
-3% -$18.7K 0.02% 336
2022
Q3 		$547K Sell
4,170
-3,057
-42% -$429K 0.03% 280
2022
Q2 		$986K Sell
7,227
-4,883
-40% -$717K 0.05% 221
2022
Q1 		$2.04M Sell
12,110
-1,436
-11% -$236K 0.09% 158
2021
Q4 		$2.46M Sell
13,546
-29,847
-69% -$5.5M 0.1% 161
2021
Q3 		$7.62M Buy
+43,393
New +$7.71M 0.37% 63

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

Miracle Mile Advisors's MTUM Position: Q2 2026 in Review

Miracle Mile Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 9.5% in Q2 2026, buying an estimated $24.5K and bringing the position to 949 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Miracle Mile Advisors first reported a position in MTUM in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.62M in Q3 2021. 352 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Miracle Mile Advisors held 949 shares of iShares MSCI USA Momentum Factor ETF worth $325K as of Q2 2026.
  • Miracle Mile Advisors bought 82 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $24.5K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Miracle Mile Advisors's portfolio in Q2 2026, its #774 holding.
  • Miracle Mile Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • Miracle Mile Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $7.62M in Q3 2021.
  • 352 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.