IHT Wealth Management’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 | $390K | Buy |
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|
2025
Q2 | $358K | Sell |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | $267K | Buy |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $488K | Sell |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $677K | Buy |
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|
2022
Q3 | $472K | Sell |
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|
2022
Q2 | $683K | Sell |
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|
2022
Q1 | $921K | Sell |
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $1.73M | Sell |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $2.37M | Sell |
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|
2019
Q4 | $2.85M | Buy |
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|
2019
Q3 | $2.45M | Sell |
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|
2019
Q2 | $2.64M | Sell |
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|
2019
Q1 | $2.76M | Sell |
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|
2018
Q4 | $2.66M | Buy |
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|
2018
Q3 | $1.62M | Buy |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $293K | Buy |
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|
2017
Q4 | $69K | Buy |
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