Number of Shares
205,768.00
Current Holdings Value*
$41.59 Mil
% of Portfolio
8.29%
Total Estimate Gain
$29.07 Mil
% of Total Estimate Gain
65.53%

Armbruster Capital Management, Inc.'s iShares MSCI USA Momentum Factor ETF Holding Summary

As of 2025-03-31, Armbruster Capital Management, Inc. held 205,768.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $41.59 Mil. This investment constitutes 8.29% of their stock portfolio, and Armbruster Capital Management, Inc. now holds 0.3% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.

The initial trade took place in 2018Q2. And since then Armbruster Capital Management, Inc. has made 14 purchases of MTUM, at an average price of $117.74, for a total of 376,834.00 shares. In addition, there have been 14 sales at an average price of $141.73 for 171,066.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Armbruster Capital Management, Inc.'s estimated gain on his MTUM holdings is $29.07 Mil, reflecting a 65.53% gain to date.

Armbruster Capital Management, Inc. MTUM ($239.07) Holding Chart

Armbruster Capital Management, Inc. MTUM ($239.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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