Spirit of America Management Corp’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Spirit of America Management Corp’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	$136	Buy	44,622 +44,453	+26,304%	+$13.3M	﹤0.01%	304
2026 Q1	$45K	Sell	169 -49	-22%	-$12.3K	0.01%	286
2025 Q4	$56.4K	Sell	218 -568	-72%	-$143K	0.01%	284
2025 Q3	$201K	Buy	786 +6	+0.8%	+$1.47K	0.04%	247
2025 Q2	$187K	Sell	780 -85	-10%	-$18.5K	0.04%	248
2025 Q1	$175K	Buy	865 +2	+0.2%	+$427	0.04%	248
2024 Q4	$179K	Buy	863 +90	+12%	+$18.9K	0.04%	245
2024 Q3	$157K	Sell	773 -42	-5%	-$8.13K	0.03%	254
2024 Q2	$159K	Sell	815 -17	-2%	-$3.17K	0.03%	242
2024 Q1	$153K	Buy	+832	New	+$145K	0.03%	230

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BTI

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Spirit of America Management Corp's MTUM Position: Q2 2026 in Review

Spirit of America Management Corp increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 26,304% in Q2 2026, buying an estimated $13.3M and bringing the position to 44,622 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Spirit of America Management Corp first reported a position in MTUM in Q1 2024 and has held it in 10 quarters since. The position peaked at $201K in Q3 2025. 920 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Spirit of America Management Corp held 44,622 shares of iShares MSCI USA Momentum Factor ETF worth $136 as of Q2 2026.
Spirit of America Management Corp bought 44,453 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $13.3M.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #304 holding.
Spirit of America Management Corp first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
Spirit of America Management Corp's iShares MSCI USA Momentum Factor ETF position peaked at $201K in Q3 2025.
920 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.