Institute for 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 | $1.04M | Buy |
|
|||||
|
2025
Q2 | $964K | Buy |
|
|||||
|
2025
Q1 | $726K | Sell |
|
|||||
|
2024
Q4 | $754K | Buy |
|
|||||
|
2024
Q3 | $736K | Buy |
|
|||||
|
2024
Q2 | $708K | Sell |
|
|||||
|
2024
Q1 | $681K | Hold |
|
|||||
|
2023
Q4 | $570K | Buy |
|
|||||
|
2023
Q3 | $507K | Hold |
|
|||||
|
2023
Q2 | $524K | Buy |
|
|||||
|
2023
Q1 | $504K | Sell |
|
|||||
|
2022
Q4 | $540K | Sell |
|
|||||
|
2022
Q3 | $490K | Sell |
|
|||||
|
2022
Q2 | $515K | Buy |
|
|||||
|
2022
Q1 | $635K | Buy |
|
|||||
|
2021
Q4 | $686K | Sell |
|
|||||
|
2021
Q3 | $710K | Buy |
|
|||||
|
2021
Q2 | $701K | Hold |
|
|||||
|
2021
Q1 | $650K | Sell |
|
|||||
|
2020
Q4 | $659K | Buy |
|
|||||
|
2020
Q3 | $555K | Buy |
|
|||||
|
2020
Q2 | $435K | Sell |
|
|||||
|
2020
Q1 | $376K | Sell |
|
|||||
|
2019
Q4 | $459K | Buy |
|
|||||
|
2019
Q3 | $435K | Sell |
|
|||||
|
2019
Q2 | $440K | Sell |
|
|||||
|
2019
Q1 | $417K | Sell |
|
|||||
|
2018
Q4 | $398K | Buy |
|