Parker Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Parker Investment Management’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	$21.7M	Buy	63,303 +60,063	+1,854%	+$17.9M	1.66%	13
2026 Q1	$778K	Sell	3,240 -754	-19%	-$189K	0.12%	25
2025 Q4	$1,000K	Sell	3,994 -1,297	-25%	-$326K	0.14%	24
2025 Q3	$1.36M	Sell	5,291 -2,038	-28%	-$499K	0.16%	25
2025 Q2	$1.76M	Buy	+7,329	New	+$1.6M	0.25%	25
2018 Q4	–	Sell	-226,730	Closed	-$27M	–	34
2018 Q3	$27M	Sell	226,730 -3,994	-2%	-$459K	8.24%	5
2018 Q2	$25.3M	Sell	230,724 -784,452	-77%	-$85.9M	8.66%	5
2018 Q1	$108M	Buy	1,015,176 +825,524	+435%	+$90M	38.29%	1
2017 Q4	$19.6M	Buy	+189,652	New	+$19.1M	7.15%	6

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Parker Investment Management's MTUM Position: Q2 2026 in Review

Parker Investment Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1,854% in Q2 2026, buying an estimated $17.9M and bringing the position to 63,303 shares worth $21.7M. The position accounts for 1.66% of the portfolio, ranked #13.

Parker Investment Management first reported a position in MTUM in Q4 2017 and has held it in 9 quarters since. The position peaked at $108M in Q1 2018. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Parker Investment Management held 63,303 shares of iShares MSCI USA Momentum Factor ETF worth $21.7M as of Q2 2026.
Parker Investment Management bought 60,063 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $17.9M.
iShares MSCI USA Momentum Factor ETF made up 1.66% of Parker Investment Management's portfolio in Q2 2026, its #13 holding.
Parker Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 9 quarters since.
Parker Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $108M in Q1 2018.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Parker Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.