Great Valley Advisor Group’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 | $620K | Buy |
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|
2025
Q2 | $574K | Buy |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $374K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $483K | Sell |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $575K | Sell |
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|
2020
Q3 | $1.51M | Sell |
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|
2020
Q2 | $1.63M | Sell |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $4.02M | Sell |
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|
2019
Q3 | $11.4M | Buy |
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|
2019
Q2 | $11.3M | Sell |
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|
2019
Q1 | $10.8M | Buy |
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