IWP
IAG 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 | $430K | Hold |
1,789
| – | – | 0.06% | 83 |
|
|
2025
Q1 | $362K | Sell |
1,789
-391
| -18% | -$79K | 0.06% | 84 |
|
|
2024
Q4 | $451K | Sell |
2,180
-327
| -13% | -$67.7K | 0.08% | 73 |
|
|
2024
Q3 | $508K | Sell |
2,507
-303
| -11% | -$61.4K | 0.09% | 63 |
|
|
2024
Q2 | $548K | Sell |
2,810
-2,040
| -42% | -$398K | 0.11% | 61 |
|
|
2024
Q1 | $909K | Sell |
4,850
-955
| -16% | -$179K | 0.2% | 51 |
|
|
2023
Q4 | $911K | Sell |
5,805
-1,454
| -20% | -$228K | 0.21% | 50 |
|
|
2023
Q3 | $1.01M | Sell |
7,259
-6,407
| -47% | -$895K | 0.28% | 43 |
|
|
2023
Q2 | $1.97M | Sell |
13,666
-6,250
| -31% | -$902K | 0.52% | 34 |
|
|
2023
Q1 | $2.77M | Sell |
19,916
-4,832
| -20% | -$672K | 0.77% | 26 |
|
|
2022
Q4 | $3.61M | Sell |
24,748
-5,817
| -19% | -$849K | 1.06% | 22 |
|
|
2022
Q3 | $4.01M | Sell |
30,565
-1,992
| -6% | -$261K | 1.33% | 18 |
|
|
2022
Q2 | $4.44M | Sell |
32,557
-7,554
| -19% | -$1.03M | 1.45% | 19 |
|
|
2022
Q1 | $6.75M | Sell |
40,111
-1,985
| -5% | -$334K | 2.12% | 12 |
|
|
2021
Q4 | $7.65M | Sell |
42,096
-3,520
| -8% | -$640K | 2.45% | 12 |
|
|
2021
Q3 | $8.01M | Sell |
45,616
-2,213
| -5% | -$389K | 2.85% | 11 |
|
|
2021
Q2 | $8.3M | Sell |
47,829
-2,288
| -5% | -$397K | 2.98% | 11 |
|
|
2021
Q1 | $8.06M | Buy |
50,117
+3,738
| +8% | +$601K | 3.07% | 11 |
|
|
2020
Q4 | $7.48M | Buy |
46,379
+2,157
| +5% | +$348K | 3.06% | 11 |
|
|
2020
Q3 | $6.52M | Buy |
44,222
+3,052
| +7% | +$450K | 3.01% | 12 |
|
|
2020
Q2 | $5.39M | Buy |
41,170
+16,614
| +68% | +$2.18M | 2.61% | 12 |
|
|
2020
Q1 | $2.62M | Buy |
24,556
+18,959
| +339% | +$2.02M | 1.74% | 13 |
|
|
2019
Q4 | $703K | Buy |
+5,597
| New | +$703K | 0.46% | 30 |
|