Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $182K | Buy |
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|
2025
Q2 | $166K | Buy |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $45K | Buy |
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|
2024
Q3 | $29.1K | Hold |
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|
2024
Q2 | $28K | Hold |
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|
2024
Q1 | $26.9K | Sell |
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|
2023
Q4 | $30.4K | Sell |
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|
2023
Q3 | $31.7K | Sell |
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|
2023
Q2 | $34.9K | Sell |
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|
2023
Q1 | $36.5K | Sell |
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|
2022
Q4 | $811K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $132K | Sell |
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|
2021
Q4 | $164K | Sell |
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|
2021
Q3 | $462K | Sell |
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|
2021
Q2 | $1.43M | Sell |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $205K | Sell |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $400K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $495K | Buy |
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|
2018
Q3 | $14K | Sell |
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|
2018
Q2 | $17K | Buy |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $2K | Buy |
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