IWS
Insight Wealth Strategies’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
5,790
+6
| +0.1% | +$1.42K | 0.17% | 97 |
|
|
2025
Q1 | $1.17M | Sell |
5,784
-3
| -0.1% | -$606 | 0.16% | 102 |
|
|
2024
Q4 | $1.2M | Sell |
5,787
-354
| -6% | -$73.3K | 0.16% | 102 |
|
|
2024
Q3 | $1.25M | Sell |
6,141
-128,887
| -95% | -$26.1M | 0.16% | 111 |
|
|
2024
Q2 | $26.3M | Buy |
135,028
+1,543
| +1% | +$301K | 3.74% | 4 |
|
|
2024
Q1 | $25M | Sell |
133,485
-13,304
| -9% | -$2.49M | 3.67% | 4 |
|
|
2023
Q4 | $23M | Sell |
146,789
-5,550
| -4% | -$871K | 3.72% | 6 |
|
|
2023
Q3 | $21.3M | Sell |
152,339
-3,944
| -3% | -$551K | 4.11% | 6 |
|
|
2023
Q2 | $22.5M | Sell |
156,283
-661
| -0.4% | -$95.3K | 4.31% | 6 |
|
|
2023
Q1 | $21.8M | Sell |
156,944
-5,949
| -4% | -$827K | 4.28% | 9 |
|
|
2022
Q4 | $23.8M | Sell |
162,893
-5,113
| -3% | -$746K | 4.6% | 5 |
|
|
2022
Q3 | $22.9M | Hold |
168,006
| – | – | 4.26% | 10 |
|
|
2022
Q2 | $22.9M | Sell |
168,006
-5,945
| -3% | -$811K | 4.26% | 10 |
|
|
2022
Q1 | $29.3M | Buy |
173,951
+3,886
| +2% | +$654K | 4.32% | 4 |
|
|
2021
Q4 | $30.9M | Sell |
170,065
-2,978
| -2% | -$541K | 4.41% | 4 |
|
|
2021
Q3 | $30.4M | Sell |
173,043
-2,091
| -1% | -$367K | 4.27% | 3 |
|
|
2021
Q2 | $30.4M | Sell |
175,134
-16,317
| -9% | -$2.83M | 4.32% | 3 |
|
|
2021
Q1 | $30.8M | Buy |
191,451
+70,818
| +59% | +$11.4M | 4.13% | 3 |
|
|
2020
Q4 | $19.5M | Sell |
120,633
-25,358
| -17% | -$4.09M | 3.3% | 10 |
|
|
2020
Q3 | $21.5M | Buy |
145,991
+32,588
| +29% | +$4.8M | 3.99% | 9 |
|
|
2020
Q2 | $14.9M | Buy |
113,403
+14,692
| +15% | +$1.92M | 3.31% | 11 |
|
|
2020
Q1 | $10.5M | Buy |
98,711
+82,369
| +504% | +$8.77M | 2.8% | 12 |
|
|
2019
Q4 | $2.05M | Buy |
16,342
+9,859
| +152% | +$1.24M | 0.43% | 42 |
|
|
2019
Q3 | $773K | Buy |
6,483
+3,820
| +143% | +$455K | 0.18% | 85 |
|
|
2019
Q2 | $316K | Buy |
+2,663
| New | +$316K | 0.08% | 135 |
|