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

Runnymede Capital 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 Q2	$2.24M	Buy	6,532 +1,372	+27%	+$409K	1.33%	15
2026 Q1	$1.24M	Buy	+5,160	New	+$1.3M	1.06%	18
2025 Q4	–	Sell	-7,075	Closed	-$1.81M	–	102
2025 Q3	$1.81M	Sell	7,075 -692	-9%	-$169K	1.49%	16
2025 Q2	$1.87M	Buy	7,767 +7,387	+1,944%	+$1.61M	1.72%	16
2025 Q1	$76.8K	Sell	380 -2,044	-84%	-$437K	0.07%	99
2024 Q4	$502K	Buy	+2,424	New	+$508K	0.44%	38

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Runnymede Capital Advisors's MTUM Position: Q2 2026 in Review

Runnymede Capital Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 27% in Q2 2026, buying an estimated $409K and bringing the position to 6,532 shares worth $2.24M. The position accounts for 1.33% of the portfolio, ranked #15.

Runnymede Capital Advisors first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. 306 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Runnymede Capital Advisors held 6,532 shares of iShares MSCI USA Momentum Factor ETF worth $2.24M as of Q2 2026.
Runnymede Capital Advisors bought 1,372 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $409K.
iShares MSCI USA Momentum Factor ETF made up 1.33% of Runnymede Capital Advisors's portfolio in Q2 2026, its #15 holding.
Runnymede Capital Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
306 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.