Owen LaRue’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 | $516K | Buy |
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|
2025
Q2 | $471K | Buy |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $258K | Sell |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $224K | Buy |
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