Oliver Lagore Vanvalin Investment Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$142K	Buy	+700	New	+$153K	0.06%	157
2024 Q4	$144K	Buy	+696	New	+$146K	0.04%	141
2024 Q3	–	Sell	-8	Closed	-$1.56K	–	736
2024 Q2	$1.56K	Sell	8 -7	-47%	-$1.31K	﹤0.01%	617
2024 Q1	$2.81K	Sell	15 -1	-6%	-$175	﹤0.01%	585
2023 Q4	$2.51K	Hold	16	–	–	﹤0.01%	614
2023 Q3	$2.23K	Sell	16 -35	-69%	-$5.05K	﹤0.01%	676
2023 Q2	$7.36K	Buy	51 +31	+155%	+$4.36K	﹤0.01%	520
2023 Q1	$2.78K	Sell	20 -770	-97%	-$109K	﹤0.01%	559
2022 Q4	$115K	Buy	+790	New	+$115K	0.07%	112
2022 Q3	–	Sell	-28	Closed	-$4K	–	698
2022 Q2	$4K	Hold	28	–	–	﹤0.01%	444
2022 Q1	$5K	Buy	+28	New	+$4.61K	﹤0.01%	411

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MTUM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025: 700 shares worth $142K. The stake represents 0.06% of the portfolio and ranks #157 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in MTUM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in MTUM in Q1 2022 and has held it in 11 quarters since. The position peaked at $144K in Q4 2024. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 700 shares of iShares MSCI USA Momentum Factor ETF worth $142K as of Q2 2025.
iShares MSCI USA Momentum Factor ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares MSCI USA Momentum Factor ETF made up 0.06% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #157 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares MSCI USA Momentum Factor ETF position peaked at $144K in Q4 2024.
955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.