Dopkins Wealth Management’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
Q3 | $771K | Buy |
|
|||||
|
2025
Q2 | $707K | Hold |
|
|||||
|
2025
Q1 | $594K | Hold |
|
|||||
|
2024
Q4 | $608K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $639K | Buy |
|
|||||
|
2024
Q1 | $611K | Buy |
|
|||||
|
2023
Q4 | $477K | Sell |
|
|||||
|
2023
Q3 | $429K | Buy |
|
|||||
|
2023
Q2 | $437K | Hold |
|
|||||
|
2023
Q1 | $421K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $385K | Buy |
|
|||||
|
2022
Q2 | $351K | Hold |
|
|||||
|
2022
Q1 | $433K | Buy |
|
|||||
|
2021
Q4 | $449K | Buy |
|