Summit Investment Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Summit Investment Advisory Services’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	$357K	Buy	1,040 +1	+0.1%	+$298	0.09%	63
2026 Q1	$249K	Buy	1,039 +1	+0.1%	+$251	0.09%	70
2025 Q4	$260K	Buy	1,038 +2	+0.2%	+$502	0.1%	68
2025 Q3	$266K	Buy	1,036 +2	+0.2%	+$490	0.11%	64
2025 Q2	$249K	Buy	1,034 +2	+0.2%	+$436	0.11%	62
2025 Q1	$209K	Sell	1,032 -80	-7%	-$17.1K	0.1%	65
2024 Q4	$230K	Buy	1,112 +3	+0.3%	+$629	0.12%	64
2024 Q3	$225K	Buy	+1,109	New	+$215K	0.12%	61
2024 Q2	–	Sell	-1,107	Closed	-$207K	–	79
2024 Q1	$207K	Buy	+1,107	New	+$193K	0.12%	63

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

Summit Investment Advisory Services's MTUM Position: Q2 2026 in Review

Summit Investment Advisory Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.1% in Q2 2026, buying an estimated $298 and bringing the position to 1,040 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #63.

Summit Investment Advisory Services first reported a position in MTUM in Q1 2024 and has held it in 9 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Summit Investment Advisory Services held 1,040 shares of iShares MSCI USA Momentum Factor ETF worth $357K as of Q2 2026.
Summit Investment Advisory Services bought 1 iShares MSCI USA Momentum Factor ETF share in Q2 2026, an estimated $298.
iShares MSCI USA Momentum Factor ETF made up 0.09% of Summit Investment Advisory Services's portfolio in Q2 2026, its #63 holding.
Summit Investment Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 9 quarters since.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.