IAG Wealth Partners’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
Q2 | $430K | Hold |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $909K | Sell |
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|
2023
Q4 | $911K | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $2.77M | Sell |
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|
2022
Q4 | $3.61M | Sell |
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|
2022
Q3 | $4.01M | Sell |
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|
2022
Q2 | $4.44M | Sell |
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|
2022
Q1 | $6.75M | Sell |
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|
2021
Q4 | $7.65M | Sell |
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|
2021
Q3 | $8.01M | Sell |
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|
2021
Q2 | $8.29M | Sell |
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|
2021
Q1 | $8.06M | Buy |
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|
2020
Q4 | $7.48M | Buy |
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|
2020
Q3 | $6.52M | Buy |
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|
2020
Q2 | $5.39M | Buy |
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|
2020
Q1 | $2.62M | Buy |
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|
2019
Q4 | $703K | Buy |
|