Chicago Partners Investment 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
Q2 | $9.7M | Buy |
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|
2025
Q1 | $8.68M | Sell |
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|
2024
Q4 | $8.89M | Sell |
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|
2024
Q3 | $8.99M | Sell |
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|
2024
Q2 | $8.18M | Sell |
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|
2024
Q1 | $8.08M | Sell |
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|
2023
Q4 | $7.71M | Sell |
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|
2023
Q3 | $7.13M | Sell |
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|
2023
Q2 | $7.92M | Sell |
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|
2023
Q1 | $8.36M | Sell |
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|
2022
Q4 | $8.69M | Buy |
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|
2022
Q3 | $8.92M | Sell |
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|
2022
Q2 | $9.23M | Sell |
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|
2022
Q1 | $8.84M | Sell |
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|
2021
Q4 | $11.4M | Buy |
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|
2021
Q3 | $13.1M | Sell |
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|
2021
Q2 | $12.3M | Buy |
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|
2021
Q1 | $11.8M | Buy |
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|
2020
Q4 | $11M | Buy |
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|
2020
Q3 | $9.06M | Sell |
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|
2020
Q2 | $8.78M | Buy |
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|
2020
Q1 | $7.45M | Sell |
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|
2019
Q4 | $8.55M | Buy |
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|
2019
Q3 | $7.07M | Sell |
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|
2019
Q2 | $7.32M | Buy |
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|
2019
Q1 | $6.65M | Buy |
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|
2018
Q4 | $4.99M | Buy |
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|
2018
Q3 | $4.98M | Buy |
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|
2018
Q2 | $3.86M | Buy |
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|
2018
Q1 | $657K | Buy |
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|
2017
Q4 | $77K | Buy |
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