LifePlan Investment Advisors’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	$977K	Buy	4,065 +161	+4%	+$38.7K	0.49%	56
2025 Q1	$789K	Buy	3,904 +537	+16%	+$109K	0.45%	57
2024 Q4	$697K	Buy	+3,367	New	+$697K	0.43%	53