LWA
Lineweaver Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Buy |
29,420
+515
| +2% | +$124K | 1.12% | 23 |
|
|
2025
Q1 | $5.86M | Buy |
28,905
+1,968
| +7% | +$399K | 1% | 23 |
|
|
2024
Q4 | $5.59M | Buy |
+26,937
| New | +$5.59M | 1.03% | 25 |
|
|
2021
Q3 | – | Sell |
-17,082
| Closed | -$2.96M | – | 141 |
|
|
2021
Q2 | $2.96M | Buy |
+17,082
| New | +$2.96M | 0.97% | 25 |
|