AWA
Amplius Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
2,693
+3
| +0.1% | +$721 | 0.06% | 101 |
|
|
2025
Q1 | $544K | Hold |
2,690
| – | – | 0.06% | 107 |
|
|
2024
Q4 | $557K | Hold |
2,690
| – | – | 0.06% | 98 |
|
|
2024
Q3 | $545K | Hold |
2,690
| – | – | 0.06% | 94 |
|
|
2024
Q2 | $524K | Hold |
2,690
| – | – | 0.06% | 95 |
|
|
2024
Q1 | $504K | Hold |
2,690
| – | – | 0.06% | 97 |
|
|
2023
Q4 | $422K | Hold |
2,690
| – | – | 0.05% | 105 |
|
|
2023
Q3 | $376K | Hold |
2,690
| – | – | 0.05% | 108 |
|
|
2023
Q2 | $388K | Hold |
2,690
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $374K | Hold |
2,690
| – | – | 0.05% | 116 |
|
|
2022
Q4 | $393K | Hold |
2,690
| – | – | 0.06% | 104 |
|
|
2022
Q3 | $353K | Hold |
2,690
| – | – | 0.06% | 107 |
|
|
2022
Q2 | $366K | Sell |
2,690
-1,000
| -27% | -$136K | 0.06% | 116 |
|
|
2022
Q1 | $620K | Hold |
3,690
| – | – | 0.1% | 89 |
|
|
2021
Q4 | $670K | Buy |
+3,690
| New | +$670K | 0.09% | 88 |
|