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Position history for Clark Capital Management Group, Inc.Clark Capital Management Group, Inc.'s holdings in ISHARES MSCI USA MOMENTUM FA

Clark Capital Management Group, Inc. holds 98,112 shares of MTUM (ISHARES MSCI USA MOMENTUM FA), worth $33.6M as of 2026-Q2. The position was increased (+102x shares). MTUM represents 0.2% of Clark Capital Management Group, Inc.'s portfolio.

Current Value

$33.6M

Current Shares

98,112

Total Value Change

+$33.6M

Total Shares Change

+98,112

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
98,112
+102x
$33.6M0.2%$342.83
56
2026-Q1
Decreased
954
-4.0%
$228,9920.0%$247.01
0
2025-Q4
Increased
994
+4.3%
$248,8510.0%$252.79
24
2025-Q3
Decreased
953
-99.7%
$244,4410.0%$254.95
0
2025-Q2
New
287,510
-
$69.1M0.5%$236.51
49
2024-Q3
Exited
0
-100.0%
$00.0%$199.30
0

Other major holders of MTUM: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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