L. Roy Papp & Associates’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 | $473K | Sell |
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|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | $373K | Hold |
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|
2024
Q4 | $382K | Hold |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $360K | Hold |
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|
2024
Q1 | $346K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $325K | Hold |
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $318K | Buy |
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