Leelyn Smith’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 | $203K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $963K | Sell |
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|
2022
Q1 | $4.24M | Buy |
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|
2021
Q4 | $4.19M | Buy |
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|
2021
Q3 | $3.88M | Sell |
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|
2021
Q2 | $3.86M | Buy |
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|
2021
Q1 | $3.55M | Buy |
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|
2020
Q4 | $2.74M | Buy |
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|
2020
Q3 | $2.24M | Buy |
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|
2020
Q2 | $1.89M | Buy |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $1.33K | Buy |
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