MHR
Matthew Hamilton Rosenberg’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 | $9.37K | Sell |
39
-21
| -35% | -$5.05K | ﹤0.01% | 665 |
|
|
2025
Q1 | $12.1K | Hold |
60
| – | – | ﹤0.01% | 606 |
|
|
2024
Q4 | $12.4K | Hold |
60
| – | – | ﹤0.01% | 600 |
|
|
2024
Q3 | $12.2K | Hold |
60
| – | – | ﹤0.01% | 593 |
|
|
2024
Q2 | $11.7K | Hold |
60
| – | – | ﹤0.01% | 575 |
|
|
2024
Q1 | $11.3K | Hold |
60
| – | – | ﹤0.01% | 594 |
|
|
2023
Q4 | $9.41K | Hold |
60
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $8.38K | Hold |
60
| – | – | ﹤0.01% | 636 |
|
|
2023
Q2 | $8.66K | Hold |
60
| – | – | ﹤0.01% | 644 |
|
|
2023
Q1 | $8.34K | Hold |
60
| – | – | ﹤0.01% | 686 |
|
|
2022
Q4 | $8.76K | Sell |
60
-26
| -30% | -$3.79K | ﹤0.01% | 669 |
|
|
2022
Q3 | $11K | Hold |
86
| – | – | ﹤0.01% | 632 |
|
|
2022
Q2 | $12K | Hold |
86
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $14K | Hold |
86
| – | – | ﹤0.01% | 593 |
|
|
2021
Q4 | $16K | Hold |
86
| – | – | 0.01% | 551 |
|
|
2021
Q3 | $15K | Buy |
86
+26
| +43% | +$4.54K | 0.01% | 531 |
|
|
2021
Q2 | $10K | Hold |
60
| – | – | 0.01% | 516 |
|
|
2021
Q1 | $10K | Hold |
60
| – | – | 0.01% | 496 |
|
|
2020
Q4 | $10K | Hold |
60
| – | – | 0.01% | 472 |
|
|
2020
Q3 | $9K | Hold |
60
| – | – | 0.01% | 467 |
|
|
2020
Q2 | $8K | Buy |
+60
| New | +$8K | 0.01% | 494 |
|