Allegheny Financial Group’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
$296K Hold
2025
Q2
$277K Hold
2025
Q1
$233K Hold
2024
Q4
$239K Hold
2024
Q3
$234K Hold
2024
Q2
$225K Buy