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Washburn Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Washburn Capital Management’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 		$12M Buy
35,042
+17,809
+103% +$5.31M 5.91% 4
2026
Q1 		$4.14M Buy
17,233
+1,108
+7% +$278K 2.4% 5
2025
Q4 		$4.04M Buy
16,125
+6,550
+68% +$1.64M 2.22% 7
2025
Q3 		$2.46M Buy
9,575
+3,945
+70% +$966K 1.37% 14
2025
Q2 		$1.35M Buy
+5,630
New +$1.23M 0.79% 23

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Washburn Capital Management's MTUM Position: Q2 2026 in Review

Washburn Capital Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 103% in Q2 2026, buying an estimated $5.31M and bringing the position to 35,042 shares worth $12M. The position accounts for 5.91% of the portfolio, ranked #4.

Washburn Capital Management first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Washburn Capital Management held 35,042 shares of iShares MSCI USA Momentum Factor ETF worth $12M as of Q2 2026.
  • Washburn Capital Management bought 17,809 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $5.31M.
  • iShares MSCI USA Momentum Factor ETF made up 5.91% of Washburn Capital Management's portfolio in Q2 2026, its #4 holding.
  • Washburn Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.