Accel Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$212K Buy
2023
Q2
Sell
2023
Q1
$143K Hold
2022
Q4
$150K Buy
2022
Q3
$142K Buy
2022
Q2
$140K Buy
2022
Q1
$173K Sell
2021
Q4
$191K Buy
2021
Q3
$170K Sell
2021
Q2
$182K Hold
2021
Q1
$169K Sell
2020
Q4
$204K Buy