First Heartland Consultants’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 | $3.16M | Buy |
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|
2025
Q2 | $2.68M | Sell |
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|
2025
Q1 | $5.31M | Buy |
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|
2024
Q4 | $4M | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $201 | Sell |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $828K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $753 | Sell |
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|
2022
Q2 | $789K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.07K | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $951K | Sell |
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|
2020
Q3 | $877K | Sell |
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|
2020
Q2 | $809K | Buy |
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|
2020
Q1 | $639K | Sell |
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|
2019
Q4 | $1.5M | Sell |
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|
2019
Q3 | $1.55M | Buy |
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|
2019
Q2 | $1.51M | Sell |
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|
2019
Q1 | $1.52M | Sell |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q3 | $408K | Sell |
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|
2018
Q2 | $450K | Sell |
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|
2018
Q1 | $485K | Buy |
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|
2017
Q4 | $339K | Buy |
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|
2017
Q3 | $261K | Buy |
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