Mendel Money Management’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 | – | Sell |
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|
2025
Q2 | $369K | Sell |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $367K | Sell |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $401K | Sell |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $267K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $375K | Buy |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | $337K | Sell |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $232K | Buy |
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