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 (%)
Bryan Gort Quest 10 Wealth Builders, Inc.	343	$75,066.66	$100,749.39	$25,682.73	34.21%
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC	2,769	$626,919.48	$824,525.13	$197,605.65	31.52%
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC	973	$333,574	$287,832.86	-$45,741.14	-13.71%
Cass A. Gilbert Gilbert Capital Group, Inc.	4,225	$1.02M	$1.26M	$245,720.44	24.19%
AJS Aaron Jerome Stephens LIFE LINE WEALTH MANAGEMENT LLC	11,128	$2.32M	$3.28M	$954,857.01	41.1%
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	12,824	$1.96M	$3.83M	$1.87M	95.24%
Taryn Anderson YANKCOM Partnership	99	$31,416	$30,183.12	-$1,232.88	-3.92%
5WL 5T Wealth LLC 5T Wealth LLC	13,854	$3.07M	$4.13M	$1.06M	34.35%
High Probability Advisors LLC High Probability Advisors LLC	322,023	$57.29M	$96.47M	$39.18M	68.39%
Goldstone Financial Group LLC Goldstone Financial Group LLC	603	$206,686	$178,379.46	-$28,306.54	-13.7%
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc.	14	$3,599	$4,128.46	$529.46	14.71%
Millstone Evans Group LLC Millstone Evans Group LLC	62	$14,000.27	$18,161.97	$4,161.7	29.73%
BST Blake Schutter Theil Wealth Advisors LLC Blake Schutter Theil Wealth Advisors LLC	5,840	$1.18M	$1.76M	$577,926.51	48.81%
Highline Wealth Partners LLC Highline Wealth Partners LLC	34	$11,738	$10,251	-$1,487	-12.67%
OAS Optivise Advisory Services LLC Optivise Advisory Services LLC	2,641	$905,414	$782,449.07	-$122,964.93	-13.58%
Smart Wealth LLC Smart Wealth LLC	749	$256,824	$222,011.09	-$34,812.91	-13.56%
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC	1	$240	$293.15	$53.15	22.15%
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA	433	$89,934.23	$127,869.23	$37,935	42.18%
Jefferson H. West Legacy Investment Solutions LLC	101	$21,409	$29,740.46	$8,331.46	38.92%
VRI Valued Retirements Inc. Valued Retirements Inc.	1,087	$261,425.38	$326,697.85	$65,272.47	24.97%

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