MinichMacGregor Wealth 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
Q1 | – | Sell |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $314K | Buy |
|
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|
2024
Q1 | $300K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.95M | Buy |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $126K | Sell |
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|
2018
Q2 | $137K | Buy |
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|
2018
Q1 | $126K | Buy |
|