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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 (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 1,207 | $413,834 | $355,389.08 | -$58,444.92 | -14.12% |
 Cole Dimond Caliber Wealth Management LLC / KS | 8,752 | $1.77M | $2.59M | $817,877.14 | 46.18% |
 Nicole Reese WPG Advisers LLC | 4,541 | $939,623.76 | $1.37M | $429,669.38 | 45.73% |
 Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 1,063 | $262,094.29 | $317,353.33 | $55,259.04 | 21.08% |
| AS Aryn Sands GK Wealth Management LLC | 26 | $8,251 | $8,140.86 | -$110.14 | -1.33% |
 Horan Wealth LLC Horan Wealth LLC | 744 | $255,069 | $220,261.2 | -$34,807.8 | -13.65% |
 Chris Ryan Ryan Investment Management Inc. | 1,248 | $427,852 | $366,887.04 | -$60,964.96 | -14.25% |
 Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 561 | $134,841.35 | $165,842.82 | $31,001.47 | 22.99% |
 Jon Lewis Midwest Trust Co | 1,330 | $323,599.47 | $392,150.5 | $68,551.03 | 21.18% |
 Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 885 | $165,804 | $261,641.4 | $95,837.4 | 57.8% |
 Molly Wheeler Burk Holdings LLC | 1 | $239.99 | $295.03 | $55.04 | 22.93% |
 Caldwell Trust Co Caldwell Trust Co | 68 | $13,792.68 | $20,007.64 | $6,214.96 | 45.06% |
 Gibbs Wealth Management Gibbs Wealth Management | 2,098 | $468,688 | $619,686.26 | $150,998.26 | 32.22% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,171 | $1.79M | $2.12M | $325,060.94 | 18.11% |
 Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 42 | $10,513 | $12,383.7 | $1,870.7 | 17.79% |
 Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 941 | $226,140.69 | $277,180.96 | $51,040.27 | 22.57% |
 Bonnie Courtney Cambridge Financial Group LLC | 707 | $242,381 | $210,353.71 | -$32,027.29 | -13.21% |
 IFS Group LLC IFS Group LLC | 2,355 | $615,121.52 | $703,285.42 | $88,163.9 | 14.33% |
 Invested Advisors Invested Advisors | 1,130 | $387,398 | $336,208.9 | -$51,189.1 | -13.21% |
 Blalock Williams LLC Blalock Williams LLC | 5,877 | $1.36M | $1.75M | $381,743.94 | 28% |
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