Stone House Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Stone House Investment Management’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 Q1	$15.1M	Buy	62,787 +3,745	+6%	+$941K	2.7%	15
2025 Q4	$14.8M	Buy	59,042 +20,451	+53%	+$5.13M	2.29%	16
2025 Q3	$9.9M	Buy	38,591 +1,204	+3%	+$295K	1.67%	18
2025 Q2	$8.98M	Buy	37,387 +1,544	+4%	+$337K	1.65%	19
2025 Q1	$7.24M	Buy	35,843 +6,632	+23%	+$1.42M	1.47%	19
2024 Q4	$6.04M	Buy	+29,211	New	+$6.12M	1.54%	17
2023 Q1	–	Sell	-20,974	Closed	-$3.06M	–	313
2022 Q4	$3.06M	Buy	+20,974	New	+$3.04M	1.09%	17

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

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

Stone House Investment Management's MTUM Position: Q1 2026 in Review

Stone House Investment Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6.3% in Q1 2026, buying an estimated $941K and bringing the position to 62,787 shares worth $15.1M. The position accounts for 2.7% of the portfolio, ranked #15.

Stone House Investment Management first reported a position in MTUM in Q4 2022 and has held it in 7 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Stone House Investment Management held 62,787 shares of iShares MSCI USA Momentum Factor ETF worth $15.1M as of Q1 2026.
Stone House Investment Management bought 3,745 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $941K.
iShares MSCI USA Momentum Factor ETF made up 2.7% of Stone House Investment Management's portfolio in Q1 2026, its #15 holding.
Stone House Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 7 quarters since.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.