HBW Advisory 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 | $547K | Sell |
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|
2025
Q2 | $539K | Buy |
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|
2025
Q1 | $448K | Buy |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $811K | Buy |
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|
2024
Q1 | $357K | Hold |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $510K | Sell |
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|
2021
Q4 | $644K | Sell |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $589K | Buy |
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|
2020
Q4 | $259K | Sell |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $218K | Buy |
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