LongView 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 | $614K | Buy |
2,555
+27
| +1% | +$6.49K | 0.19% | 102 |
|
|
2025
Q1 | $511K | Sell |
2,528
-201
| -7% | -$40.6K | 0.15% | 113 |
|
|
2024
Q4 | $565K | Buy |
2,729
+54
| +2% | +$11.2K | 0.17% | 108 |
|
|
2024
Q3 | $542K | Hold |
2,675
| – | – | 0.17% | 100 |
|
|
2024
Q2 | $521K | Hold |
2,675
| – | – | 0.19% | 95 |
|
|
2024
Q1 | $501K | Buy |
2,675
+100
| +4% | +$18.7K | 0.2% | 100 |
|
|
2023
Q4 | $404K | Buy |
+2,575
| New | +$404K | 0.18% | 110 |
|