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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES MSCI USA MOMENTUM FA

Steward Partners Investment Advisory, LLC holds 65,460 shares of MTUM (ISHARES MSCI USA MOMENTUM FA), worth $22.4M as of 2026-Q2. The position was increased (+2.3% shares). MTUM represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$22.4M

Current Shares

65,460

Total Value Change

+$18.3M

Total Shares Change

+44,927

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
65,460
+2.3%
$22.4M0.1%$342.83
35
2026-Q1
Decreased
63,969
-5.4%
$15.4M0.1%$247.01
0
2025-Q4
Increased
67,631
+26.7%
$16.9M0.1%$252.79
35
2025-Q3
Increased
53,366
+7.0%
$13.7M0.1%$254.95
30
2025-Q2
Increased
49,853
+18.1%
$12M0.1%$236.51
33
2025-Q1
Increased
42,223
+11.4%
$8.5M0.1%$199.43
31
2024-Q4
Increased
37,912
+84.6%
$7.8M0.1%$205.88
43
2024-Q3
Decreased
20,533
-0.6%
$4.2M0.0%$199.30
0

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

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