JTC Employer Solutions Trustee’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 | $385K | Hold |
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|
2025
Q2 | $361K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $312K | Hold |
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|
2024
Q3 | $304K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $237K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $197K | Hold |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $260K | Buy |
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