Aspire Private Capital’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 | $825K | Hold |
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|
2025
Q2 | $825K | Buy |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $290K | Buy |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $251K | Buy |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $472K | Buy |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $191K | Buy |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | $173K | Sell |
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|
2021
Q3 | $402K | Sell |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $112K | Buy |
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|
2020
Q4 | $4K | Buy |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $20K | Buy |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $3K | Sell |
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|
2019
Q3 | $121K | Buy |
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|
2019
Q2 | $119K | Buy |
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|
2019
Q1 | $95K | Sell |
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|
2018
Q4 | $180K | Buy |
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