Sanchez Wealth Management Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.6M | Buy |
159,211
+3,722
| +2% | +$1.11M | 9.56% | 1 |
|
|
2026
Q1 | $37.3M | Buy |
155,489
+3,936
| +3% | +$989K | 8.07% | 2 |
|
|
2025
Q4 | $37.9M | Buy |
151,553
+34,808
| +30% | +$8.74M | 8.11% | 3 |
|
|
2025
Q3 | $29.9M | Buy |
116,745
+4,198
| +4% | +$1.03M | 6.65% | 6 |
|
|
2025
Q2 | $27M | Buy |
112,547
+4,795
| +4% | +$1.05M | 6.52% | 5 |
|
|
2025
Q1 | $21.8M | Buy |
107,752
+8,304
| +8% | +$1.77M | 5.92% | 6 |
|
|
2024
Q4 | $20.6M | Buy |
99,448
+9,994
| +11% | +$2.09M | 5.62% | 7 |
|
|
2024
Q3 | $18.1M | Buy |
89,454
+14,553
| +19% | +$2.82M | 5.53% | 9 |
|
|
2024
Q2 | $14.6M | Buy |
74,901
+3,816
| +5% | +$712K | 4.73% | 10 |
|
|
2024
Q1 | $13.3M | Buy |
71,085
+696
| +1% | +$121K | 4.51% | 10 |
|
|
2023
Q4 | $11M | Sell |
70,389
-98
| -0.1% | -$14.4K | 4.02% | 11 |
|
|
2023
Q3 | $9.85M | Buy |
70,487
+1,297
| +2% | +$187K | 3.97% | 11 |
|
|
2023
Q2 | $9.98M | Buy |
69,190
+731
| +1% | +$103K | 4.04% | 11 |
|
|
2023
Q1 | $9.52M | Sell |
68,459
-7
| -0% | -$988 | 4.19% | 11 |
|
|
2022
Q4 | $9.99M | Sell |
68,466
-1,137
| -2% | -$165K | 4.9% | 9 |
|
|
2022
Q3 | $9.13M | Sell |
69,603
-1,068
| -2% | -$150K | 4.98% | 9 |
|
|
2022
Q2 | $9.64M | Buy |
70,671
+967
| +1% | +$142K | 4.79% | 10 |
|
|
2022
Q1 | $11.7M | Buy |
69,704
+1,227
| +2% | +$202K | 4.93% | 8 |
|
|
2021
Q4 | $12.5M | Buy |
68,477
+3,707
| +6% | +$683K | 5.25% | 8 |
|
|
2021
Q3 | $11.4M | Buy |
64,770
+944
| +1% | +$168K | 5.1% | 8 |
|
|
2021
Q2 | $11.1M | Buy |
63,826
+2,030
| +3% | +$344K | 5.05% | 7 |
|
|
2021
Q1 | $9.94M | Buy |
61,796
+1,032
| +2% | +$171K | 5.06% | 7 |
|
|
2020
Q4 | $9.8M | Sell |
60,764
-917
| -1% | -$141K | 5.27% | 8 |
|
|
2020
Q3 | $9.09M | Buy |
61,681
+550
| +0.9% | +$78.6K | 5.37% | 8 |
|
|
2020
Q2 | $8.01M | Buy |
61,131
+945
| +2% | +$114K | 5.34% | 8 |
|
|
2020
Q1 | $6.41M | Buy |
60,186
+144
| +0.2% | +$17.8K | 5.83% | 7 |
|
|
2019
Q4 | $7.54M | Buy |
60,042
+261
| +0.4% | +$31.7K | 5.46% | 8 |
|
|
2019
Q3 | $7.13M | Buy |
59,781
+4,037
| +7% | +$487K | 5.88% | 9 |
|
|
2019
Q2 | $6.61M | Buy |
55,744
+2,950
| +6% | +$338K | 5.7% | 9 |
|
|
2019
Q1 | $5.92M | Buy |
52,794
+181
| +0.3% | +$19.5K | 5.29% | 9 |
|
|
2018
Q4 | $5.27M | Sell |
52,613
-75,184
| -59% | -$8.05M | 5.82% | 9 |
|
|
2018
Q3 | $15.3M | Buy |
127,797
+197
| +0.2% | +$22.7K | 15.67% | 2 |
|
|
2018
Q2 | $14M | Buy |
127,600
+2,321
| +2% | +$254K | 13.25% | 3 |
|
|
2018
Q1 | $12.9M | Buy |
125,279
+77,916
| +165% | +$8.49M | 12.98% | 3 |
|
|
2017
Q4 | $5.07M | Buy |
+47,363
| New | +$4.77M | 5.23% | 7 |
|
Other funds holding MTUM
BTI
SOMRS
Sanchez Wealth Management Group's MTUM Position: Q2 2026 in Review
Sanchez Wealth Management Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.4% in Q2 2026, buying an estimated $1.11M and bringing the position to 159,211 shares worth $54.6M. The position accounts for 9.56% of the portfolio, ranked #1.
Sanchez Wealth Management Group first reported a position in MTUM in Q4 2017 and has held it in 35 quarters since. 1,205 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.
- Sanchez Wealth Management Group held 159,211 shares of iShares MSCI USA Momentum Factor ETF worth $54.6M as of Q2 2026.
- Sanchez Wealth Management Group bought 3,722 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.11M.
- iShares MSCI USA Momentum Factor ETF made up 9.56% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #1 holding.
- Sanchez Wealth Management Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 35 quarters since.
- 1,205 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.
Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.