Commonwealth Retirement Investments’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	$749K	Buy	3,118 +94	+3%	+$22.6K	0.29%	79
2025 Q1	$611K	Buy	3,024 +154	+5%	+$31.1K	0.25%	73
2024 Q4	$594K	Buy	+2,870	New	+$594K	0.24%	74
2023 Q1	–	Sell	-2,428	Closed	-$354K	–	67
2022 Q4	$354K	Buy	+2,428	New	+$354K	0.21%	58