Arrowroot Family Office’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 | $405K | Buy |
+1,685
| New | +$405K | 0.18% | 93 |
|
2024
Q4 | $343K | Buy |
1,659
+1
| +0.1% | +$207 | 0.18% | 96 |
|
2024
Q3 | $336K | Sell |
1,658
-681
| -29% | -$138K | 0.2% | 93 |
|
2024
Q2 | $456K | Sell |
2,339
-7
| -0.3% | -$1.36K | 0.29% | 77 |
|
2024
Q1 | $440K | Sell |
2,346
-293
| -11% | -$54.9K | 0.28% | 80 |
|
2023
Q4 | $414K | Sell |
2,639
-107
| -4% | -$16.8K | 0.29% | 76 |
|
2023
Q3 | $384K | Sell |
2,746
-948
| -26% | -$132K | 0.3% | 81 |
|
2023
Q2 | $533K | Sell |
3,694
-2,905
| -44% | -$419K | 0.4% | 63 |
|
2023
Q1 | $917K | Buy |
+6,599
| New | +$917K | 0.78% | 39 |
|