FWP
Firethorn Wealth Partners’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 | $876K | Buy |
3,644
+167
| +5% | +$40.1K | 0.38% | 60 |
|
|
2025
Q1 | $703K | Buy |
3,477
+2,168
| +166% | +$438K | 0.34% | 72 |
|
|
2024
Q4 | $271K | Buy |
+1,309
| New | +$271K | 0.13% | 120 |
|
|
2023
Q1 | – | Sell |
-7,695
| Closed | -$1.12M | – | 136 |
|
|
2022
Q4 | $1.12M | Buy |
+7,695
| New | +$1.12M | 0.95% | 23 |
|
|
2021
Q2 | $1.17M | Buy |
6,737
+287
| +4% | +$49.8K | 0.98% | 23 |
|
|
2021
Q1 | $1.04M | Buy |
+6,450
| New | +$1.04M | 0.97% | 24 |
|