YANKCOM Partnership’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

YANKCOM Partnership’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	$31.4K	Buy	+99	New	+$30.6K	0.01%	220

Other funds holding MTUM

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

YANKCOM Partnership's MTUM Position: Q3 2026 in Review

YANKCOM Partnership opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 99 shares worth $31.4K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings.

304 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

YANKCOM Partnership held 99 shares of iShares MSCI USA Momentum Factor ETF worth $31.4K as of Q3 2026.
iShares MSCI USA Momentum Factor ETF was a new YANKCOM Partnership position in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of YANKCOM Partnership's portfolio in Q3 2026, its #220 holding.
304 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.