Arcadia Wealth Management (New Hampshire)’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
$272K Sell
2025
Q1
$246K Sell
2024
Q4
$256K Buy
2024
Q3
$229K Buy
2024
Q2
Sell
2024
Q1
$300K Sell
2023
Q4
$252K Sell
2023
Q3
$247K Sell
2023
Q2
$260K Buy
2023
Q1
Sell
2022
Q4
$258K Buy