Orion Portfolio Solutions’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 | $5.31M | Buy |
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|
2024
Q4 | $5.32M | Buy |
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|
2024
Q3 | $615K | Buy |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $18.7M | Buy |
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|
2023
Q4 | $4.83M | Buy |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $5.42M | Buy |
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|
2023
Q1 | $3.29M | Buy |
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $548K | Buy |
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|
2022
Q2 | $501K | Sell |
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|
2022
Q1 | $723K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $74.2M | Buy |
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|
2021
Q2 | $894K | Buy |
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|
2021
Q1 | $520K | Sell |
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|
2020
Q4 | $566K | Sell |
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|
2020
Q3 | $33.2M | Buy |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $83K | Sell |
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|
2019
Q4 | $276K | Buy |
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