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Realta Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Realta Investment 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
Q3 		$222K Buy
699
+140
+25% +$43.2K 0.06% 195
2026
Q2 		$192K Buy
559
+316
+130% +$94.3K 0.06% 216
2026
Q1 		$58.3K Hold
243
– – 0.02% 247
2025
Q4 		$60.8K Hold
243
– – 0.02% 242
2025
Q3 		$62.3K Sell
243
-90
-27% -$22K 0.02% 229
2025
Q2 		$80K Sell
333
-35
-10% -$7.64K 0.03% 209
2025
Q1 		$74.4K Buy
368
+135
+58% +$28.8K 0.03% 214
2024
Q4 		$49.2K Buy
+233
New +$48.8K 0.02% 255
2024
Q3 		– Sell
-196
Closed -$38.2K – 619
2024
Q2 		$38.2K Buy
196
+71
+57% +$13.2K 0.01% 561
2024
Q1 		$23.4K Buy
+125
New +$21.8K ﹤0.01% 621
2023
Q4 		– Sell
-198
Closed -$28.5K – 667
2023
Q3 		$28.5K Hold
198
– – 0.01% 574
2023
Q2 		$28.5K Buy
+198
New +$27.8K 0.01% 617
2023
Q1 		– Sell
-317
Closed -$46.3K – 678
2022
Q4 		$46.3K Sell
317
-80
-20% -$11.6K 0.01% 559
2022
Q3 		$52K Buy
+397
New +$55.7K 0.01% 527
2021
Q1 		– Sell
-1,615
Closed -$261K – 389
2020
Q4 		$261K Buy
+1,615
New +$247K 0.07% 267
2020
Q1 		– Sell
-3,325
Closed -$412K – 986
2019
Q4 		$412K Buy
3,325
+121
+4% +$14.7K 0.11% 208
2019
Q3 		$382K Sell
3,204
-467
-13% -$56.3K 0.1% 217
2019
Q2 		$436K Buy
3,671
+2,084
+131% +$239K 0.12% 193
2019
Q1 		$179K Buy
+1,587
New +$171K 0.08% 293

Other funds holding MTUM

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Realta Investment Advisors's MTUM Position: Q3 2026 in Review

Realta Investment Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 25% in Q3 2026, buying an estimated $43.2K and bringing the position to 699 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #195.

Realta Investment Advisors first reported a position in MTUM in Q1 2019 and has held it in 19 quarters since. The position peaked at $436K in Q2 2019. 173 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Realta Investment Advisors held 699 shares of iShares MSCI USA Momentum Factor ETF worth $222K as of Q3 2026.
  • Realta Investment Advisors bought 140 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $43.2K.
  • iShares MSCI USA Momentum Factor ETF made up 0.06% of Realta Investment Advisors's portfolio in Q3 2026, its #195 holding.
  • Realta Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and has held it in 19 quarters since.
  • Realta Investment Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $436K in Q2 2019.
  • 173 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.