MTUM — ISHARES TR

Ownership history in Forefront Analytics, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, LLC reported a position in ISHARES TR (MTUM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
11.19% (2025 Q4)
Avg. % of fund
6.41%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 50,646 +13,152 +35.1% 11.19% $12.7M $250.31
2025 Q3 REDUCED 37,494 -4,277 -10.2% 9.26% $9.6M $255.76
2025 Q1 ADDED 41,771 +2,826 +7.3% 9.71% $8.4M $200.69
2024 Q4 ADDED 38,945 +5,233 +15.5% 3.75% $8.1M $204.92
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MTUM price (monthly, adj. close)

Other funds also holding MTUM

As of 2025 Q4 — sorted by position size

AdvisorShares Investments LLC 3Y 12.49% Stonehearth Capital Management, LLC 3Y 7Y 11.73% High Probability Advisors, LLC 10.74% Armbruster Capital Management, Inc. 3Y 7Y 8.92% Audent Global Asset Management, LLC 3Y 8.78% Sanchez Wealth Management Group 3Y 7Y 8.11% POM Investment Strategies, LLC 7.48% Trinity Wealth Management, LLC 3Y 6.49% Meredith Wealth Planning 3Y 6.34% Symmetry Partners, LLC 3Y 7Y 6.17%
← Back to Forefront Analytics, LLC Holdings