Integrated Wealth Concepts’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
Q2 | $32.7M | Buy |
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|
2025
Q1 | $26.7M | Buy |
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|
2024
Q4 | $23.9M | Sell |
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|
2024
Q3 | $37.2M | Buy |
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|
2024
Q2 | $31.6M | Sell |
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|
2024
Q1 | $34M | Sell |
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|
2023
Q4 | $30.5M | Sell |
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|
2023
Q3 | $35.2M | Sell |
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|
2023
Q2 | $46.3M | Sell |
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|
2023
Q1 | $51.8M | Sell |
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|
2022
Q4 | $57.1M | Buy |
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|
2022
Q3 | $43.8M | Buy |
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|
2022
Q2 | $44.1M | Buy |
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|
2022
Q1 | $54.2M | Buy |
|
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|
2021
Q4 | $56.6M | Sell |
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|
2021
Q3 | $55.1M | Sell |
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|
2021
Q2 | $63.6M | Buy |
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|
2021
Q1 | $42.8M | Buy |
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|
2020
Q4 | $36.2M | Sell |
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|
2020
Q3 | $37.3M | Buy |
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|
2020
Q2 | $32.3M | Buy |
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|
2020
Q1 | $21.6M | Buy |
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|
2019
Q4 | $24.4M | Sell |
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|
2019
Q3 | $25.3M | Buy |
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|
2019
Q2 | $24.1M | Buy |
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|
2019
Q1 | $17.8M | Buy |
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|
2018
Q4 | $3.32M | Buy |
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|
2018
Q3 | $2.9M | Buy |
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|
2018
Q2 | $2.41M | Buy |
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|
2018
Q1 | $1.86M | Buy |
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|
2017
Q4 | $1.88M | Buy |
|