Intelligence Driven Advisers’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 | $223K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $984K | Sell |
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|
2023
Q2 | $2.96M | Sell |
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|
2023
Q1 | $26.8M | Buy |
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|
2022
Q4 | $27.4M | Buy |
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|
2022
Q3 | $22.8M | Buy |
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|
2022
Q2 | $21.6M | Buy |
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|
2022
Q1 | $26.1M | Buy |
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|
2021
Q4 | $24.8M | Sell |
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|
2021
Q3 | $28.2M | Buy |
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|
2021
Q2 | $26.4M | Buy |
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|
2021
Q1 | $20.8M | Buy |
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|
2020
Q4 | $20.6M | Buy |
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|
2020
Q3 | $14.2M | Buy |
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|
2020
Q2 | $5.6M | Sell |
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|
2020
Q1 | $5.08M | Sell |
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|
2019
Q4 | $7.76M | Sell |
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|
2019
Q3 | $8.18M | Sell |
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|
2019
Q2 | $8.82M | Sell |
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|
2019
Q1 | $9.49M | Buy |
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|
2018
Q4 | $6.1M | Buy |
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