Newman Dignan & Sheerar Inc’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 | $408K | Buy |
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|
2025
Q2 | $358K | Hold |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q3 | $214 | Sell |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $308 | Hold |
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|
2021
Q4 | $333K | Hold |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $295 | Hold |
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|
2020
Q3 | $270K | Hold |
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|
2020
Q2 | $255K | Buy |
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