Strategic Investment Solutions’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Strategic Investment Solutions’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	$160K	Buy	466 +1	+0.2%	+$298	0.04%	167
2026 Q1	$112K	Hold	465	–	–	0.03%	188
2025 Q4	$117K	Buy	465 +1	+0.2%	+$251	0.03%	168
2025 Q3	$119K	Sell	464 -778	-63%	-$191K	0.03%	161
2025 Q2	$299K	Buy	1,242 +1,166	+1,534%	+$254K	0.09%	108
2025 Q1	$15.5K	Sell	76 -10	-12%	-$2.14K	﹤0.01%	319
2024 Q4	$13.5K	Buy	86 +34	+65%	+$7.12K	﹤0.01%	352
2024 Q3	$10.6K	Hold	52	–	–	﹤0.01%	355
2024 Q2	$9.95K	Buy	+52	New	+$9.7K	﹤0.01%	344
2023 Q4	$13.5K	Buy	+86	New	+$12.6K	﹤0.01%	712
2023 Q2	–	Sell	-225	Closed	-$31.2K	–	940
2023 Q1	$31.2K	Buy	+225	New	+$31.7K	0.01%	457

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Strategic Investment Solutions's MTUM Position: Q2 2026 in Review

Strategic Investment Solutions increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.22% in Q2 2026, buying an estimated $298 and bringing the position to 466 shares worth $160K. The position accounts for 0.04% of the portfolio, ranked #167.

Strategic Investment Solutions first reported a position in MTUM in Q1 2023 and has held it in 11 quarters since. The position peaked at $299K in Q2 2025. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Strategic Investment Solutions held 466 shares of iShares MSCI USA Momentum Factor ETF worth $160K as of Q2 2026.
Strategic Investment Solutions bought 1 iShares MSCI USA Momentum Factor ETF share in Q2 2026, an estimated $298.
iShares MSCI USA Momentum Factor ETF made up 0.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #167 holding.
Strategic Investment Solutions first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and has held it in 11 quarters since.
Strategic Investment Solutions's iShares MSCI USA Momentum Factor ETF position peaked at $299K in Q2 2025.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.