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
Q4 | $19.2M | Buy |
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2025
Q3 | $12.8M | Buy |
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2025
Q2 | $11.9M | Buy |
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2025
Q1 | $9.93M | Buy |
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|
2024
Q4 | $9.35M | Buy |
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|
2024
Q3 | $259K | Sell |
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2024
Q2 | $245K | Sell |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $242K | Buy |
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|
2022
Q4 | $4.37M | Buy |
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|
2022
Q3 | $170K | Buy |
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