Glassman Wealth Services’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 | $308K | Buy |
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|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $242K | Hold |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $219K | Hold |
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|
2023
Q4 | $183K | Hold |
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|
2023
Q3 | $163K | Hold |
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|
2023
Q2 | $169K | Hold |
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|
2023
Q1 | $163K | Hold |
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|
2022
Q4 | $171K | Hold |
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|
2022
Q3 | $153K | Hold |
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|
2022
Q2 | $159K | Hold |
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|
2022
Q1 | $197K | Sell |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $203K | Sell |
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|
2021
Q1 | $193K | Hold |
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|
2020
Q4 | $193K | Hold |
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|
2020
Q3 | $177K | Hold |
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|
2020
Q2 | $157K | Hold |
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|
2020
Q1 | $128K | Hold |
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|
2019
Q4 | $151K | Buy |
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|
2019
Q3 | $139K | Sell |
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|
2019
Q2 | $150K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $117K | Hold |
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|
2018
Q2 | $108K | Buy |
|