Westside Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Westside Investment 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	$119K	Hold	346	–	–	0.02%	395
2026 Q1	$83K	Hold	346	–	–	0.01%	446
2025 Q4	$86.6K	Hold	346	–	–	0.01%	420
2025 Q3	$88.7K	Hold	346	–	–	0.01%	413
2025 Q2	$83.2K	Sell	346 -25	-7%	-$5.45K	0.02%	369
2025 Q1	$75K	Buy	371 +25	+7%	+$5.34K	0.02%	350
2024 Q4	$71.6K	Hold	346	–	–	0.02%	354
2024 Q3	$70.2K	Hold	346	–	–	0.01%	356
2024 Q2	$67.4K	Hold	346	–	–	0.02%	348
2024 Q1	$64.8K	Hold	346	–	–	0.02%	346
2023 Q4	$54.3K	Hold	346	–	–	0.01%	348
2023 Q3	$48.3K	Hold	346	–	–	0.01%	347
2023 Q2	$49.9K	Hold	346	–	–	0.01%	354
2023 Q1	$48.1K	Buy	346 +40	+13%	+$5.64K	0.01%	361
2022 Q4	$44	Hold	306	–	–	﹤0.01%	428
2022 Q3	$40	Hold	306	–	–	﹤0.01%	431
2022 Q2	$41	Hold	306	–	–	﹤0.01%	424
2022 Q1	$51	Hold	306	–	–	﹤0.01%	416
2021 Q4	$55	Hold	306	–	–	﹤0.01%	392
2021 Q3	$53	Hold	306	–	–	﹤0.01%	386
2021 Q2	$53	Hold	306	–	–	﹤0.01%	379
2021 Q1	$49	Buy	306 +56	+22%	+$9.26K	﹤0.01%	374
2020 Q4	$40	Hold	250	–	–	﹤0.01%	364
2020 Q3	$36	Hold	250	–	–	﹤0.01%	371
2020 Q2	$32	Sell	250 -150	-38%	-$18.2K	﹤0.01%	364
2020 Q1	$42	Buy	+400	New	+$49.4K	﹤0.01%	340
2019 Q2	$71	Buy	+600	New	+$68.7K	﹤0.01%	282
2018 Q4	$97.2K	Buy	+970	New	+$104K	0.04%	215

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

Westside Investment Management's MTUM Position: Q2 2026 in Review

Westside Investment Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 346 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #395.

Westside Investment Management first reported a position in MTUM in Q4 2018 and has held it in 28 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Westside Investment Management held 346 shares of iShares MSCI USA Momentum Factor ETF worth $119K as of Q2 2026.
Westside Investment Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #395 holding.
Westside Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 28 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.