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Silver Grove Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Silver Grove Financial 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 		$502K Buy
1,464
+250
+21% +$74.6K 0.27% 70
2026
Q1 		$291K Buy
+1,214
New +$305K 0.23% 89
2025
Q4 		– Sell
-1,209
Closed -$310K – 149
2025
Q3 		$310K Buy
+1,209
New +$296K 0.29% 79

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Silver Grove Financial Group's MTUM Position: Q2 2026 in Review

Silver Grove Financial Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 21% in Q2 2026, buying an estimated $74.6K and bringing the position to 1,464 shares worth $502K. The position accounts for 0.27% of the portfolio, ranked #70.

Silver Grove Financial Group first reported a position in MTUM in Q3 2025 and has held it in 3 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Silver Grove Financial Group held 1,464 shares of iShares MSCI USA Momentum Factor ETF worth $502K as of Q2 2026.
  • Silver Grove Financial Group bought 250 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $74.6K.
  • iShares MSCI USA Momentum Factor ETF made up 0.27% of Silver Grove Financial Group's portfolio in Q2 2026, its #70 holding.
  • Silver Grove Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.