Baron Financial Group’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 | $404K | Sell |
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|
2025
Q2 | $403K | Sell |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $608K | Sell |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $630K | Sell |
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|
2024
Q1 | $786K | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $7.61M | Sell |
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|
2023
Q2 | $8.02M | Buy |
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|
2023
Q1 | $7.69M | Buy |
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|
2022
Q4 | $8.01M | Buy |
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|
2022
Q3 | $6.96M | Buy |
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|
2022
Q2 | $7.18M | Buy |
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|
2022
Q1 | $8.85M | Buy |
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|
2021
Q4 | $9.45M | Buy |
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|
2021
Q3 | $8.93M | Buy |
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|
2021
Q2 | $8.67M | Buy |
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|
2021
Q1 | $7.87M | Buy |
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|
2020
Q4 | $7.49M | Sell |
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|
2020
Q3 | $6.84M | Buy |
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