Security National Bank’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
Q1
Sell
-28
Closed -$7.01K 427
2025
Q4
$7.01K Buy
+28
New +$7.03K ﹤0.01% 322
2024
Q1
Sell
-445
Closed -$69.8K 305
2023
Q4
$69.8K Buy
+445
New +$65.3K 0.02% 174

Other funds holding MTUM

Security National Bank's MTUM Position: Q1 2026 in Review

Security National Bank sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026, closing a stake of 28 shares — an estimated $7.01K sold.

Security National Bank first reported a position in MTUM in Q4 2023 and held it in 2 quarters. The position peaked at $69.8K in Q4 2023. 1,057 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Security National Bank reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Security National Bank sold 28 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $7.01K.
  • Security National Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and held it in 2 quarters.
  • Security National Bank's iShares MSCI USA Momentum Factor ETF position peaked at $69.8K in Q4 2023.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Security National Bank's 13F filing for Q1 2026, filed 16 Apr 2026.