Congress 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	$1.18M	Buy	4,918 +1,546	+46%	+$372K	0.01%	667
2025 Q1	$694K	Buy	+3,372	New	+$694K	0.01%	723