Marshall Financial Group (Pennsylvania)’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
Q3 | $2.48M | Sell |
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|
2025
Q2 | $2.45M | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.44M | Hold |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $2.27M | Sell |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $2.54M | Hold |
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|
2021
Q2 | $2.51M | Sell |
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|
2021
Q1 | $2.36M | Buy |
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|
2020
Q4 | $2.2M | Buy |
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|
2020
Q3 | $1.83M | Buy |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $790K | Buy |
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|
2019
Q4 | $282K | Buy |
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