iShares MSCI USA Momentum Factor ETF (MTUM)

Market Closed

16 Oct, 08:00 PM

BATS

293. 17

-8.37

-2.7758%

30.81B Market Cap

0.79% Div Yield

1.1M Volume

$ 301.54

Previous Close

Investors:

TJD

+396

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Day Range

292.78 300.1

Year Range

229.42 345.59

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Upcoming MTUM split of 4:1 in 18 days (5 Nov 2026)

iShares MSCI USA Momentum Factor ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
PIL PFG Investments LLC PFG Investments LLC	3,895	$993,102.59	$1.17M	$173,527.81	17.47%
JC Jared Calvert Buck Wealth Strategies LLC	2,963	$1.02M	$884,662.91	-$131,159.09	-12.91%
PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co.	513	$175,973	$151,263.18	-$24,709.82	-14.04%
Scott Boyce Decker Retirement Planning Inc.	115	$39,425	$33,967.55	-$5,457.45	-13.84%
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC	2	$504	$603.5	$99.5	19.74%
Alexandra Stickelman Root Financial Partners, LLC	1,816	$535,656.61	$536,845.92	$1,189.31	0.22%
Staci Compagno Portside Wealth Group, LLC	648	$156,374.23	$190,797.12	$34,422.89	22.01%
Courtney Holt Compound Planning, Inc.	2,770	$671,672.9	$827,357.45	$155,684.55	23.18%
Katherine Stoner Empower Advisory Group, LLC	1,950	$488,767.66	$574,236	$85,468.34	17.49%
SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC	9,957	$1.91M	$2.92M	$1M	52.45%
Nemes Rush Group LLC Nemes Rush Group LLC	217	$54,352	$64,954.61	$10,602.61	19.51%
John Shanley Aspect Partners, LLC	4,402	$691,444.81	$1.3M	$609,808.4	88.19%
Jane Bortnem Cherry Tree Wealth Management, LLC	1,202	$187,607.77	$362,451.09	$174,843.32	93.2%
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC	25,481	$5.63M	$7.62M	$1.99M	35.29%
Annmarie Young KPP Advisory Services LLC	600	$205,718	$177,408	-$28,310	-13.76%
Certus Wealth Management LLC Certus Wealth Management, LLC	816	$209,263	$244,037.04	$34,774.04	16.62%
Thomas Dobbins New Republic Capital, LLC	415	$94,012.15	$122,707.2	$28,695.05	30.52%
John Hayes LongView Wealth Management	3,062	$597,739.48	$907,178.74	$309,439.26	51.77%
SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC	1,179	$220,886	$355,515.67	$134,629.67	60.95%
Elliot Kallen Prosperity Wealth Management, Inc.	861	$167,858.85	$254,657.97	$86,799.12	51.71%

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