Avior Wealth Management’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 | $1.72M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $3.1M | Buy |
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|
2023
Q1 | $32.5K | Sell |
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|
2022
Q4 | $4.09M | Buy |
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|
2022
Q3 | $3.47M | Buy |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $71K | Sell |
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|
2021
Q4 | $104K | Buy |
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|
2021
Q3 | $89K | Sell |
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|
2021
Q2 | $132K | Buy |
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|
2021
Q1 | $115K | Buy |
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