Investment Advisory Group’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 | $670K | Buy |
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|
2025
Q1 | $563K | Hold |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $565K | Sell |
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|
2024
Q2 | $558K | Hold |
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|
2024
Q1 | $536K | Hold |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $399K | Hold |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $397K | Buy |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $389K | Sell |
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|
2022
Q1 | $548K | Buy |
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|
2021
Q4 | $549K | Buy |
|