LWM
MTUM icon

Lakeridge Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Lakeridge Wealth Management’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Sell
1,111
-226
-17% -$54.3K 0.12% 126
2025
Q1 		$270K Buy
1,337
+249
+23% +$50.3K 0.14% 128
2024
Q4 		$225K Buy
+1,088
New +$225K 0.12% 138