Ken Fisher's MTUM Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1,460 shares of iShares MSCI USA Momentum Factor ETF (MTUM) worth $350,469, representing 0.00% of the portfolio. First purchased in 2018-Q2, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in MTUM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 1,758 shares. Largest reduction occurred in Q3 2018, reducing 3,113 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares MSCI USA Momentum Factor ETF (MTUM) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI USA Momentum Factor ETF (MTUM) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +282 | Add 23.94% | 1,460 | $240.05 |
| Q4 2025 | +211 | Add 21.82% | 1,178 | $250.35 |
| Q3 2025 | +56 | Add 6.15% | 967 | $256.65 |
| Q2 2025 | -1,323 | Reduce 59.22% | 911 | $240.34 |
| Q1 2025 | +785 | Add 54.18% | 2,234 | $202.16 |
| Q4 2024 | +277 | Add 23.63% | 1,449 | $207.05 |
| Q3 2024 | -1,143 | Reduce 49.37% | 1,172 | $202.79 |
| Q2 2024 | +557 | Add 31.68% | 2,315 | $194.90 |
| Q1 2024 | +1,758 | New Buy | 1,758 | $187.41 |
| Q2 2021 | -1,280 | Sold Out | 0 | $0.00 |
| Q1 2021 | +1,280 | New Buy | 1,280 | $160.94 |
| Q4 2020 | -2,651 | Sold Out | 0 | $0.00 |
| Q3 2020 | +911 | Add 52.36% | 2,651 | $147.49 |
| Q2 2020 | +1,740 | New Buy | 1,740 | $131.03 |
| Q3 2018 | -3,113 | Sold Out | 0 | $0.00 |
| Q2 2018 | +3,113 | New Buy | 3,113 | $109.54 |
Ken Fisher's iShares MSCI USA Momentum Factor ETF Investment FAQs
Ken Fisher first purchased iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2018, acquiring 3,113 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares MSCI USA Momentum Factor ETF (MTUM) for 16 quarters since Q2 2018.
Ken Fisher's largest addition to iShares MSCI USA Momentum Factor ETF (MTUM) was in Q2 2018, adding 3,113 shares worth $341,000.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,460 shares of iShares MSCI USA Momentum Factor ETF (MTUM), valued at approximately $350,469.
As of the Q1 2026 filing, iShares MSCI USA Momentum Factor ETF (MTUM) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares MSCI USA Momentum Factor ETF (MTUM) was 3,113 shares, as reported at the end of Q2 2018.