Larson Financial 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
Q3 | $462K | Buy |
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|
2025
Q2 | $382K | Buy |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $298K | Buy |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q3 | $169K | Buy |
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|
2023
Q2 | $153K | Buy |
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|
2023
Q1 | $137K | Buy |
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|
2022
Q4 | $144K | Sell |
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|
2022
Q3 | $132K | Buy |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $11K | Sell |
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|
2021
Q3 | $19K | Buy |
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