DWM
MTUM icon

Diversify Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$452K Hold
1,823
0.03% 385
2025
Q1
$382K Sell
1,823
-185
-9% -$38.7K 0.03% 399
2024
Q4
$415K Sell
2,008
-70
-3% -$14.5K 0.03% 376
2024
Q3
$431K Buy
+2,078
New +$431K 0.04% 338