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 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

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

Summit Investment Advisory Services's MTUM Position: Q1 2026 in Review

Summit Investment Advisory Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.1% in Q1 2026, buying an estimated $251 and bringing the position to 1,039 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #70.

Summit Investment Advisory Services first reported a position in MTUM in Q1 2024 and has held it in 8 quarters since. The position peaked at $266K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Summit Investment Advisory Services held 1,039 shares of iShares MSCI USA Momentum Factor ETF worth $249K as of Q1 2026.
Summit Investment Advisory Services bought 1 iShares MSCI USA Momentum Factor ETF share in Q1 2026, an estimated $251.
iShares MSCI USA Momentum Factor ETF made up 0.09% of Summit Investment Advisory Services's portfolio in Q1 2026, its #70 holding.
Summit Investment Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 8 quarters since.
Summit Investment Advisory Services's iShares MSCI USA Momentum Factor ETF position peaked at $266K in Q3 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.