Arkadios Wealth 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
Q3 | $1.96M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $368K | Buy |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $217K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $120K | Buy |
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|
2020
Q4 | $33K | Buy |
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