FWA
FSM Wealth Advisors’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 | $919K | Buy |
3,852
+1
| +0% | +$239 | 0.15% | 99 |
|
|
2025
Q1 | $778K | Hold |
3,851
| – | – | 0.18% | 79 |
|
|
2024
Q4 | $826K | Sell |
3,851
-8
| -0.2% | -$1.72K | 0.2% | 68 |
|
|
2024
Q3 | $782K | Buy |
3,859
+24
| +0.6% | +$4.87K | 0.21% | 71 |
|
|
2024
Q2 | $747K | Buy |
3,835
+2
| +0.1% | +$390 | 0.25% | 68 |
|
|
2024
Q1 | $718K | Buy |
3,833
+2
| +0.1% | +$375 | 0.26% | 69 |
|
|
2023
Q4 | $601K | Buy |
3,831
+11
| +0.3% | +$1.73K | 0.26% | 70 |
|
|
2023
Q3 | $534K | Buy |
3,820
+900
| +31% | +$126K | 0.27% | 73 |
|
|
2023
Q2 | $418K | Buy |
+2,920
| New | +$418K | 0.21% | 93 |
|