Independent Solutions 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
2025 Q2	$1.65M	Buy	6,874 +220	+3%	+$52.9K	0.32%	90
2025 Q1	$1.34M	Buy	6,654 +497	+8%	+$100K	0.3%	93
2024 Q4	$1.27M	Buy	+6,157	New	+$1.27M	0.28%	101