Iams Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,127	Closed	-$491K	–	123
2023 Q4	$491K	Buy	+3,127	New	+$491K	0.32%	81
2023 Q1	–	Sell	-4,270	Closed	-$623K	–	111
2022 Q4	$623K	Buy	+4,270	New	+$623K	0.63%	51