Integrated Advisors Network’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 | $675K | Buy |
2,810
+286
| +11% | +$68.7K | 0.03% | 439 |
|
|
2025
Q1 | $510K | Buy |
2,524
+1,372
| +119% | +$277K | 0.03% | 451 |
|
|
2024
Q4 | $238K | Buy |
+1,152
| New | +$238K | 0.01% | 623 |
|
|
2023
Q1 | – | Sell |
-16,205
| Closed | -$2.36M | – | 686 |
|
|
2022
Q4 | $2.36M | Buy |
+16,205
| New | +$2.36M | 0.15% | 169 |
|
|
2022
Q2 | – | Sell |
-1,347
| Closed | -$227K | – | 705 |
|
|
2022
Q1 | $227K | Sell |
1,347
-51,041
| -97% | -$8.6M | 0.01% | 610 |
|
|
2021
Q4 | $9.53M | Buy |
52,388
+4,377
| +9% | +$796K | 0.56% | 36 |
|
|
2021
Q3 | $8.43M | Buy |
48,011
+20,883
| +77% | +$3.67M | 0.56% | 37 |
|
|
2021
Q2 | $4.71M | Buy |
27,128
+7,728
| +40% | +$1.34M | 0.35% | 70 |
|
|
2021
Q1 | $3.12M | Buy |
19,400
+6,652
| +52% | +$1.07M | 0.29% | 102 |
|
|
2020
Q4 | $2.06M | Buy |
12,748
+8,576
| +206% | +$1.38M | 0.23% | 129 |
|
|
2020
Q3 | $615K | Buy |
+4,172
| New | +$615K | 0.08% | 227 |
|