Ancora Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2K | Buy |
130
+126
| +3,150% | +$30.3K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $809 | Hold |
4
| – | – | ﹤0.01% | 1587 |
|
|
2024
Q4 | $828 | Hold |
4
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q3 | $811 | Hold |
4
| – | – | ﹤0.01% | 1582 |
|
|
2024
Q2 | $779 | Hold |
4
| – | – | ﹤0.01% | 1631 |
|
|
2024
Q1 | $749 | Sell |
4
-11
| -73% | -$2.06K | ﹤0.01% | 1601 |
|
|
2023
Q4 | $2.35K | Hold |
15
| – | – | ﹤0.01% | 1424 |
|
|
2023
Q3 | $2.1K | Sell |
15
-5
| -25% | -$698 | ﹤0.01% | 1446 |
|
|
2023
Q2 | $2.89K | Sell |
20
-2
| -9% | -$289 | ﹤0.01% | 1417 |
|
|
2023
Q1 | $3.06K | Sell |
22
-1,428
| -98% | -$199K | ﹤0.01% | 1433 |
|
|
2022
Q4 | $212K | Buy |
1,450
+1,449
| +144,900% | +$212K | 0.01% | 642 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2078 |
|
|
2022
Q2 | $0 | Sell |
1
-706
| -100% | – | ﹤0.01% | 2240 |
|
|
2022
Q1 | $119K | Sell |
707
-585
| -45% | -$98.5K | ﹤0.01% | 951 |
|
|
2021
Q4 | $235K | Sell |
1,292
-40
| -3% | -$7.28K | 0.01% | 748 |
|
|
2021
Q3 | $234K | Buy |
1,332
+62
| +5% | +$10.9K | 0.01% | 738 |
|
|
2021
Q2 | $221K | Buy |
1,270
+66
| +5% | +$11.5K | 0.01% | 723 |
|
|
2021
Q1 | $194K | Buy |
1,204
+498
| +71% | +$80.2K | 0.01% | 705 |
|
|
2020
Q4 | $114K | Hold |
706
| – | – | ﹤0.01% | 709 |
|
|
2020
Q3 | $104K | Sell |
706
-245
| -26% | -$36.1K | ﹤0.01% | 699 |
|
|
2020
Q2 | $125K | Buy |
951
+835
| +720% | +$110K | 0.01% | 650 |
|
|
2020
Q1 | $12K | Buy |
+116
| New | +$12K | ﹤0.01% | 1103 |
|