SYM Financial Corp’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

SYM Financial 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 Q3	$438K	Hold	5,524	–	–	0.03%	186
2026 Q2	$473K	Hold	5,524	–	–	0.04%	161
2026 Q1	$331K	Hold	5,524	–	–	0.03%	205
2025 Q4	$346K	Buy	5,524 +260	+5%	+$16.3K	0.04%	194
2025 Q3	$337K	Hold	5,264	–	–	0.04%	192
2025 Q2	$316K	Buy	5,264 +1,092	+26%	+$59.6K	0.04%	196
2025 Q1	$211K	Hold	4,172	–	–	0.03%	253
2024 Q4	$216K	Hold	4,172	–	–	0.03%	216
2024 Q3	$211K	Hold	4,172	–	–	0.03%	168
2024 Q2	$203K	Buy	+4,172	New	+$195K	0.03%	153
2020 Q1	–	Sell	-9,660	Closed	-$303K	–	86
2019 Q4	$303K	Buy	+9,660	New	+$293K	0.2%	26
2019 Q1	–	Sell	-9,628	Closed	-$241K	–	75
2018 Q4	$241K	Buy	+9,628	New	+$258K	0.1%	34

Other funds holding MTUM

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

SYM Financial Corp's MTUM Position: Q3 2026 in Review

SYM Financial Corp held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 5,524 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #186.

SYM Financial Corp first reported a position in MTUM in Q4 2018 and has held it in 12 quarters since. The position peaked at $473K in Q2 2026. 704 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

SYM Financial Corp held 5,524 shares of iShares MSCI USA Momentum Factor ETF worth $438K as of Q3 2026.
SYM Financial Corp left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #186 holding.
SYM Financial Corp first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 12 quarters since.
SYM Financial Corp's iShares MSCI USA Momentum Factor ETF position peaked at $473K in Q2 2026.
704 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.