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Virtus Family Office’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Virtus Family Office’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 		$819K Buy
2,389
+533
+29% +$159K 0.65% 44
2026
Q1 		$445K Hold
1,856
– – 0.38% 56
2025
Q4 		$465K Buy
1,856
+376
+25% +$94.4K 0.4% 49
2025
Q3 		$380K Buy
+1,480
New +$362K 0.36% 46

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Virtus Family Office's MTUM Position: Q2 2026 in Review

Virtus Family Office increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 29% in Q2 2026, buying an estimated $159K and bringing the position to 2,389 shares worth $819K. The position accounts for 0.65% of the portfolio, ranked #44.

Virtus Family Office first reported a position in MTUM in Q3 2025 and has held it in 4 quarters since. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Virtus Family Office held 2,389 shares of iShares MSCI USA Momentum Factor ETF worth $819K as of Q2 2026.
  • Virtus Family Office bought 533 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $159K.
  • iShares MSCI USA Momentum Factor ETF made up 0.65% of Virtus Family Office's portfolio in Q2 2026, its #44 holding.
  • Virtus Family Office first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.