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MTUM
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Position history for OneDigital Investment Advisors LLC's holdings in ISHARES TR

OneDigital Investment Advisors LLC holds 422,147 shares of MTUM (ISHARES TR), worth $101.3M as of 2026-Q1. The position was increased (+4.8% shares). MTUM represents 1.0% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$101.3M

Current Shares

422,147

Total Value Change

+$76.3M

Total Shares Change

+293,603

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
422,147
+4.8%
$101.3M1.0%$247.01
44
2025-Q4
Increased
402,995
+48.8%
$100.9M1.0%$252.79
58
2025-Q3
Increased
270,886
+0.9%
$69.5M0.7%$254.95
42
2025-Q2
Decreased
268,537
-9.5%
$64.5M0.7%$236.51
0
2025-Q1
Decreased
296,646
-0.9%
$60M0.7%$199.43
0
2024-Q4
Increased
299,424
+139.2%
$62M0.7%$205.88
67
2024-Q3
Decreased
125,167
-2.6%
$25.4M0.3%$199.30
0
2024-Q2
Increased
128,544
+10.9%
$25M0.3%$191.90
38

Other major holders of MTUM: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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