Smart Money 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
Q1 | $908K | Sell |
3,783
-155
| -4% | -$38.9K | 0.26% | 56 |
|
|
2025
Q4 | $986K | Buy |
3,938
+49
| +1% | +$12.3K | 0.29% | 53 |
|
|
2025
Q3 | $997K | Buy |
+3,889
| New | +$952K | 0.3% | 51 |
|
|
2025
Q1 | – | Sell |
-7,198
| Closed | -$1.49M | – | 90 |
|
|
2024
Q4 | $1.49M | Buy |
7,198
+25
| +0.3% | +$5.24K | 0.51% | 39 |
|
|
2024
Q3 | $1.45M | Sell |
7,173
-15
| -0.2% | -$2.9K | 0.52% | 39 |
|
|
2024
Q2 | $1.37M | Buy |
7,188
+7
| +0.1% | +$1.31K | 0.49% | 37 |
|
|
2024
Q1 | $1.27M | Sell |
7,181
-229
| -3% | -$40K | 0.49% | 37 |
|
|
2023
Q4 | $1.16M | Sell |
7,410
-773
| -9% | -$113K | 0.51% | 33 |
|
|
2023
Q3 | $1.14M | Sell |
8,183
-1,379
| -14% | -$199K | 0.54% | 33 |
|
|
2023
Q2 | $1.38M | Sell |
9,562
-261
| -3% | -$36.7K | 0.66% | 33 |
|
|
2023
Q1 | $1.4M | Sell |
9,823
-2,676
| -21% | -$378K | 0.7% | 28 |
|
|
2022
Q4 | $1.82M | Sell |
12,499
-27
| -0.2% | -$3.92K | 0.95% | 21 |
|
|
2022
Q3 | $1.64M | Sell |
12,526
-202
| -2% | -$28.3K | 1.12% | 18 |
|
|
2022
Q2 | $1.74M | Sell |
12,728
-9,646
| -43% | -$1.42M | 1.2% | 20 |
|
|
2022
Q1 | $3.77M | Sell |
22,374
-35,741
| -62% | -$5.88M | 2.53% | 10 |
|
|
2021
Q4 | $10.6M | Sell |
58,115
-6,688
| -10% | -$1.23M | 6.75% | 2 |
|
|
2021
Q3 | $11.4M | Sell |
64,803
-7,233
| -10% | -$1.29M | 8.27% | 2 |
|
|
2021
Q2 | $9.44M | Buy |
72,036
+13,852
| +24% | +$2.35M | 10.82% | 2 |
|
|
2021
Q1 | $9.36M | Sell |
58,184
-21,686
| -27% | -$3.59M | 7.81% | 2 |
|
|
2020
Q4 | $12.9M | Buy |
79,870
+229
| +0.3% | +$35.1K | 10.84% | 2 |
|
|
2020
Q3 | $11.7M | Buy |
79,641
+6,658
| +9% | +$951K | 5.06% | 2 |
|
|
2020
Q2 | $9.56M | Sell |
72,983
-27,614
| -27% | -$3.34M | 5.65% | 2 |
|
|
2020
Q1 | $10.7M | Buy |
100,597
+24,940
| +33% | +$3.08M | 7.52% | 2 |
|
|
2019
Q4 | $9.5M | Sell |
75,657
-8,038
| -10% | -$975K | 5.56% | 3 |
|
|
2019
Q3 | $9.98M | Buy |
83,695
+3,581
| +4% | +$432K | 8.01% | 2 |
|
|
2019
Q2 | $9.5M | Buy |
80,114
+727
| +0.9% | +$83.2K | 7.85% | 2 |
|
|
2019
Q1 | $8.91M | Sell |
79,387
-34,998
| -31% | -$3.76M | 7.78% | 2 |
|
|
2018
Q4 | $11.5M | Buy |
114,385
+6,532
| +6% | +$699K | 11.87% | 1 |
|
|
2018
Q3 | $12.8M | Buy |
107,853
+5,173
| +5% | +$595K | 11.65% | 1 |
|
|
2018
Q2 | $11.3M | Buy |
102,680
+40,067
| +64% | +$4.39M | 10.1% | 1 |
|
|
2018
Q1 | $6.63M | Buy |
62,613
+8,388
| +15% | +$914K | 6.74% | 2 |
|
|
2017
Q4 | $5.59M | Buy |
+54,225
| New | +$5.46M | 8.7% | 3 |
|
Other funds holding MTUM
SOMRS
BTI
Smart Money Group's MTUM Position: Q1 2026 in Review
Smart Money Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.9% in Q1 2026, selling an estimated $38.9K and leaving 3,783 shares worth $908K. The position accounts for 0.26% of the portfolio, ranked #56.
Smart Money Group first reported a position in MTUM in Q4 2017 and has held it in 32 quarters since. The position peaked at $12.9M in Q4 2020. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.
- Smart Money Group held 3,783 shares of iShares MSCI USA Momentum Factor ETF worth $908K as of Q1 2026.
- Smart Money Group sold 155 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $38.9K.
- iShares MSCI USA Momentum Factor ETF made up 0.26% of Smart Money Group's portfolio in Q1 2026, its #56 holding.
- Smart Money Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 32 quarters since.
- Smart Money Group's iShares MSCI USA Momentum Factor ETF position peaked at $12.9M in Q4 2020.
- 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.
Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.