Icon Wealth Advisors’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
$12.8M Buy
2025
Q2
$11.9M Buy
2025
Q1
$9.93M Buy
2024
Q4
$9.35M Buy
2024
Q3
$259K Sell
2024
Q2
$245K Sell
2024
Q1
$247K Sell
2023
Q4
$242K Buy
2022
Q4
$4.37M Buy
2022
Q3
$170K Buy