Ancora 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
Q2 | $31.2K | Buy |
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|
2025
Q1 | $809 | Hold |
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|
2024
Q4 | $828 | Hold |
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|
2024
Q3 | $811 | Hold |
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|
2024
Q2 | $779 | Hold |
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|
2024
Q1 | $749 | Sell |
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|
2023
Q4 | $2.35K | Hold |
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|
2023
Q3 | $2.1K | Sell |
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|
2023
Q2 | $2.88K | Sell |
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|
2023
Q1 | $3.06K | Sell |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $119K | Sell |
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|
2021
Q4 | $235K | Sell |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $194K | Buy |
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|
2020
Q4 | $114K | Hold |
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|
2020
Q3 | $104K | Sell |
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|
2020
Q2 | $125K | Buy |
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|
2020
Q1 | $12K | Buy |
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