Blue Bell Private Wealth Management’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 | $137K | Buy |
570
+551
| +2,900% | +$132K | 0.02% | 279 |
|
|
2025
Q1 | $3.84K | Hold |
19
| – | – | ﹤0.01% | 593 |
|
|
2024
Q4 | $3.93K | Hold |
19
| – | – | ﹤0.01% | 563 |
|
|
2024
Q3 | $3.85K | Hold |
19
| – | – | ﹤0.01% | 589 |
|
|
2024
Q2 | $3.7K | Hold |
19
| – | – | ﹤0.01% | 595 |
|
|
2024
Q1 | $3.56K | Hold |
19
| – | – | ﹤0.01% | 600 |
|
|
2023
Q4 | $2.98K | Hold |
19
| – | – | ﹤0.01% | 599 |
|
|
2023
Q3 | $2.65K | Hold |
19
| – | – | ﹤0.01% | 557 |
|
|
2023
Q2 | $2.74K | Hold |
19
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $2.64K | Hold |
19
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $2.77K | Hold |
19
| – | – | ﹤0.01% | 535 |
|
|
2022
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 600 |
|
|
2022
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 590 |
|
|
2022
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 624 |
|
|
2021
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 619 |
|