iShares MSCI USA Momentum Factor ETF (MTUM)

Market Closed

16 Oct, 08:00 PM

BATS

293. 17

-8.37

-2.7758%

28.22B 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 (%)
Uptick Partners LLC UPTICK PARTNERS, LLC	6,914	$2.37M	$2.05M	-$324,257.84	-13.68%
Phillip G. Trueblood Trueblood Wealth Management, LLC	3,981	$875,744.64	$1.18M	$302,651.26	34.56%
Kathryn Miceli Kiely Wealth Advisory Group, Inc.	2,379	$501,386.92	$703,708.2	$202,321.28	40.35%
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC	16,222	$3.83M	$4.81M	$977,975.56	25.55%
PETER KRUSSEL Southland Equity Partners LLC	13,556	$2.23M	$4.01M	$1.78M	80.17%
Jon Deven Mouton CAP Partners, LLC	652	$223,383	$193,624.44	-$29,758.56	-13.32%
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC	1,834	$297,881.82	$548,072.56	$250,190.74	83.99%
Oxford Wealth Group LLC Oxford Wealth Group, LLC	13,686	$2.83M	$4.09M	$1.26M	44.34%
Benjamin Carter Turtle Creek Wealth Advisors, LLC	108	$25,919	$32,566.32	$6,647.32	25.65%
KK Katelyn Kappius Traction Financial Partners, LLC	1,190	$190,436.12	$355,381.6	$164,945.48	86.61%
Brad Sayre Shared Vision Wealth Group LLC	8,281	$1.94M	$2.5M	$559,668.94	28.88%
Kaitlyn Barnes Financial Architects, LLC	32,415	$5.27M	$9.52M	$4.25M	80.54%
Neal D. Carlson Forthright Family Wealth Advisory LLC	12,257	$4.2M	$3.67M	-$536,503.3	-12.77%
SPI Stonebrook Private Inc. Stonebrook Private Inc.	2,364	$717,500.73	$699,755.82	-$17,744.91	-2.47%
Julie Beswick Advantage Trust Co	15,062	$5.16M	$4.47M	-$698,273.86	-13.52%
Joshua Stipcich Tidemark, LLC	23	$5,520	$6,892.64	$1,372.64	24.87%
Rob C. Alston Jr Quadcap Wealth Management, LLC	1,562	$535,499	$461,274.22	-$74,224.78	-13.86%
Andrea Butler Sequent Planning LLC	1,132	$271,723	$335,077.66	$63,354.66	23.32%
Jaran Day OPINICUS CAPITAL, INC.	1,689	$275,666.55	$507,840.07	$232,173.52	84.22%
SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC	9,550	$1.98M	$2.91M	$929,520.07	46.9%

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