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

RiverTree 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	$645K	Buy	+2,033	New	+$628K	0.38%	48
2025 Q4	–	Sell	-2,793	Closed	-$716K	–	63
2025 Q3	$716K	Sell	2,793 -637	-19%	-$156K	0.46%	42
2025 Q2	$824K	Buy	+3,430	New	+$748K	0.55%	40
2022 Q1	–	Sell	-32,284	Closed	-$5.87M	–	44
2021 Q4	$5.87M	Sell	32,284 -864	-3%	-$159K	3.76%	13
2021 Q3	$5.82M	Sell	33,148 -3,370	-9%	-$599K	3.97%	12
2021 Q2	$6.33M	Sell	36,518 -114	-0.3%	-$19.3K	4.29%	10
2021 Q1	$5.89M	Sell	36,632 -3,729	-9%	-$617K	4.13%	10
2020 Q4	$6.51M	Buy	+40,361	New	+$6.18M	5.2%	7

Other funds holding MTUM

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

RiverTree Advisors's MTUM Position: Q3 2026 in Review

RiverTree Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 2,033 shares worth $645K. The stake represents 0.38% of the portfolio and ranks #48 among its holdings. This is a return to the name: RiverTree Advisors previously reported a position in MTUM as recently as Q3 2025.

RiverTree Advisors first reported a position in MTUM in Q4 2020 and has held it in 8 quarters since. The position peaked at $6.51M in Q4 2020. 365 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

RiverTree Advisors held 2,033 shares of iShares MSCI USA Momentum Factor ETF worth $645K as of Q3 2026.
iShares MSCI USA Momentum Factor ETF was a new RiverTree Advisors position in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.38% of RiverTree Advisors's portfolio in Q3 2026, its #48 holding.
RiverTree Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 8 quarters since.
RiverTree Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $6.51M in Q4 2020.
365 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.