Russell Investments Group
MTUM icon

Russell Investments Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Russell Investments Group’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 		$503K Sell
1,468
-129
-8% -$38.5K ﹤0.01% 2786
2026
Q1 		$383K Buy
1,597
+116
+8% +$29.1K ﹤0.01% 2606
2025
Q4 		$371K Buy
1,481
+148
+11% +$37.2K ﹤0.01% 2605
2025
Q3 		$342K Buy
1,333
+360
+37% +$88.2K ﹤0.01% 2624
2025
Q2 		$234K Buy
973
+128
+15% +$27.9K ﹤0.01% 2608
2025
Q1 		$171K Sell
845
-280
-25% -$59.8K ﹤0.01% 2636
2024
Q4 		$233K Buy
1,125
+484
+76% +$101K ﹤0.01% 2502
2024
Q3 		$130K Buy
641
+375
+141% +$72.6K ﹤0.01% 2596
2024
Q2 		$51.8K Buy
+266
New +$49.6K ﹤0.01% 2756

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Russell Investments Group's MTUM Position: Q2 2026 in Review

Russell Investments Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.1% in Q2 2026, selling an estimated $38.5K and leaving 1,468 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Russell Investments Group first reported a position in MTUM in Q2 2024 and has held it in 9 quarters since. 920 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Russell Investments Group held 1,468 shares of iShares MSCI USA Momentum Factor ETF worth $503K as of Q2 2026.
  • Russell Investments Group sold 129 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $38.5K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2786 holding.
  • Russell Investments Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • 920 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.