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ORG Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

ORG Wealth Partners’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$585K Buy
2,466
+367
+17% +$87.1K 0.14% 102
2025
Q1 		$427K Buy
2,099
+217
+12% +$44.1K 0.13% 130
2024
Q4 		$389K Buy
1,882
+510
+37% +$106K 0.12% 81
2024
Q3 		$278K Buy
+1,372
New +$278K 0.09% 99