B. Riley 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
Q2 | $5.4M | Buy |
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|
2024
Q4 | $3.09M | Buy |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $934K | Sell |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $4.22M | Buy |
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|
2022
Q3 | $969K | Sell |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $5.93M | Sell |
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|
2021
Q3 | $12.3M | Buy |
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|
2021
Q2 | $7.29M | Sell |
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|
2021
Q1 | $6.94M | Buy |
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|
2020
Q4 | $4.58M | Sell |
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|
2020
Q3 | $8.26M | Buy |
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|
2020
Q2 | $3.69M | Buy |
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|
2020
Q1 | $3M | Sell |
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|
2019
Q4 | $4.13M | Sell |
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|
2019
Q3 | $4.5M | Sell |
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|
2019
Q2 | $6.01M | Buy |
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|
2019
Q1 | $3.65M | Sell |
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|
2018
Q4 | $3.31M | Sell |
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|
2018
Q3 | $4.26M | Sell |
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|
2018
Q2 | $4.21M | Sell |
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|
2018
Q1 | $6.56M | Buy |
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|
2017
Q4 | $6.29M | Buy |
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|
2017
Q3 | $5.49M | Buy |
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|
2017
Q2 | $2.49M | Buy |
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|
2017
Q1 | $929K | Buy |
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|
2016
Q4 | $806K | Buy |
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|
2016
Q3 | $653K | Buy |
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|
2016
Q2 | $590K | Buy |
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|
2016
Q1 | $381K | Buy |
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|
2015
Q4 | $233K | Buy |
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