IFP 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 | $4.99M | Sell |
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|
2025
Q2 | $4.99M | Sell |
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|
2025
Q1 | $9.78M | Buy |
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|
2024
Q4 | $2.77M | Buy |
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|
2024
Q3 | $2.16M | Buy |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $86.1K | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $882K | Sell |
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|
2022
Q4 | $6.6M | Buy |
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|
2022
Q3 | $4.85M | Buy |
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|
2022
Q2 | $1.31M | Hold |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $4.18M | Buy |
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|
2021
Q2 | $2.17M | Sell |
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|
2021
Q1 | $3.79M | Buy |
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|
2020
Q4 | $3.81M | Buy |
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|
2020
Q3 | $3.16M | Buy |
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|
2020
Q2 | $951K | Sell |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $745K | Sell |
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|
2019
Q3 | $2.13M | Buy |
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|
2019
Q1 | $626K | Sell |
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|
2018
Q4 | $3.72M | Sell |
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|
2018
Q3 | $8.34M | Buy |
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|
2018
Q2 | $7.1M | Buy |
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|
2018
Q1 | $3.65M | Hold |
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|
2017
Q4 | $3.65M | Buy |
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|
2017
Q3 | $2.84M | Sell |
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|
2017
Q2 | $3.03M | Buy |
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|
2017
Q1 | $354K | Buy |
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|
2016
Q4 | $220K | Buy |
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|
2016
Q3 | $193K | Buy |
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|
2016
Q2 | $189K | Sell |
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|
2016
Q1 | $626K | Buy |
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|
2015
Q4 | $54K | Buy |
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