Salomon & Ludwin’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Salomon & Ludwin’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 Q1	$181K	Hold	735	–	–	0.02%	175
2025 Q4	$188K	Sell	735 -2	-0.3%	-$502	0.02%	173
2025 Q3	$187K	Hold	737	–	–	0.02%	170
2025 Q2	$175K	Hold	737	–	–	0.02%	153
2025 Q1	$149K	Hold	737	–	–	0.02%	154
2024 Q4	$153K	Sell	737 -2	-0.3%	-$419	0.02%	152
2024 Q3	$150K	Hold	739	–	–	0.02%	156
2024 Q2	$144K	Hold	739	–	–	0.02%	164
2024 Q1	$138K	Hold	739	–	–	0.01%	216
2023 Q4	$103K	Hold	739	–	–	0.01%	219
2023 Q3	$103K	Buy	+739	New	+$107K	0.01%	219

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

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

Salomon & Ludwin's MTUM Position: Q1 2026 in Review

Salomon & Ludwin held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 735 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #175.

Salomon & Ludwin first reported a position in MTUM in Q3 2023 and has held it in 11 quarters since. The position peaked at $188K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Salomon & Ludwin held 735 shares of iShares MSCI USA Momentum Factor ETF worth $181K as of Q1 2026.
Salomon & Ludwin left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Salomon & Ludwin's portfolio in Q1 2026, its #175 holding.
Salomon & Ludwin first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's iShares MSCI USA Momentum Factor ETF position peaked at $188K in Q4 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.