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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Buy
10,707
+130
+1% +$31.2K 0.83% 10
2025
Q1
$2.14M Sell
10,577
-164,600
-94% -$33.3M 0.79% 13
2024
Q4
$36.2M Buy
+175,177
New +$36.2M 12.93% 5
2024
Q1
Sell
-5,516
Closed -$865K 35
2023
Q4
$865K Buy
+5,516
New +$865K 0.34% 10