GWP
Gateway 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 | $1.79M | Buy |
7,456
+1,523
| +26% | +$366K | 0.34% | 85 |
|
|
2025
Q1 | $1.2M | Buy |
5,933
+481
| +9% | +$97.2K | 0.27% | 96 |
|
|
2024
Q4 | $1.13M | Buy |
+5,452
| New | +$1.13M | 0.29% | 87 |
|
|
2023
Q1 | – | Sell |
-2,839
| Closed | -$414K | – | 241 |
|
|
2022
Q4 | $414K | Buy |
+2,839
| New | +$414K | 0.07% | 122 |
|