Amplius Wealth Advisors’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 | – | Sell |
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|
2025
Q2 | $647K | Buy |
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|
2025
Q1 | $544K | Hold |
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|
2024
Q4 | $557K | Hold |
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|
2024
Q3 | $545K | Hold |
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|
2024
Q2 | $524K | Hold |
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|
2024
Q1 | $504K | Hold |
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|
2023
Q4 | $422K | Hold |
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|
2023
Q3 | $376K | Hold |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $374K | Hold |
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|
2022
Q4 | $393K | Hold |
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|
2022
Q3 | $353K | Hold |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $620K | Hold |
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|
2021
Q4 | $670K | Buy |
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