Archvest Wealth 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 | $4.1M | Buy |
17,045
+1,120
| +7% | +$269K | 3.57% | 9 |
|
|
2025
Q1 | $3.22M | Buy |
15,925
+2,101
| +15% | +$425K | 2.66% | 13 |
|
|
2024
Q4 | $2.86M | Buy |
13,824
+3,572
| +35% | +$739K | 2.07% | 13 |
|
|
2024
Q3 | $2.08M | Buy |
10,252
+1,992
| +24% | +$404K | 1.32% | 12 |
|
|
2024
Q2 | $1.61M | Buy |
8,260
+4,326
| +110% | +$844K | 1.07% | 17 |
|
|
2024
Q1 | $738K | Buy |
+3,934
| New | +$738K | 0.52% | 30 |
|