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Owen LaRue’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Owen LaRue’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 		$700K Buy
2,042
+13
+0.6% +$3.88K 0.24% 81
2026
Q1 		$487K Hold
2,029
– – 0.19% 90
2025
Q4 		$508K Buy
2,029
+18
+0.9% +$4.52K 0.19% 82
2025
Q3 		$516K Buy
2,011
+52
+3% +$12.7K 0.2% 78
2025
Q2 		$471K Buy
1,959
+28
+1% +$6.11K 0.2% 78
2025
Q1 		$390K Buy
1,931
+2
+0.1% +$427 0.19% 72
2024
Q4 		$399K Buy
1,929
+179
+10% +$37.5K 0.21% 66
2024
Q3 		$355K Buy
1,750
+426
+32% +$82.5K 0.19% 72
2024
Q2 		$258K Sell
1,324
-192
-13% -$35.8K 0.16% 77
2024
Q1 		$284K Hold
1,516
– – 0.18% 73
2023
Q4 		$238K Sell
1,516
-56
-4% -$8.22K 0.23% 66
2023
Q3 		$220K Hold
1,572
– – 0.24% 64
2023
Q2 		$226K Buy
1,572
+10
+0.6% +$1.41K 0.24% 70
2023
Q1 		$224K Hold
1,562
– – 0.24% 65
2022
Q4 		$224K Buy
+1,562
New +$227K 0.24% 65

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

Owen LaRue's MTUM Position: Q2 2026 in Review

Owen LaRue increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.64% in Q2 2026, buying an estimated $3.88K and bringing the position to 2,042 shares worth $700K. The position accounts for 0.24% of the portfolio, ranked #81.

Owen LaRue first reported a position in MTUM in Q4 2022 and has held it in 15 quarters since. 414 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Owen LaRue held 2,042 shares of iShares MSCI USA Momentum Factor ETF worth $700K as of Q2 2026.
  • Owen LaRue bought 13 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $3.88K.
  • iShares MSCI USA Momentum Factor ETF made up 0.24% of Owen LaRue's portfolio in Q2 2026, its #81 holding.
  • Owen LaRue first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 414 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.