Perissos Private Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Perissos Private Wealth Management’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$699K	Buy
2025 Q2	$655K	Buy
2025 Q1	$551K	Buy
2024 Q4	$564K	Sell
2024 Q3	$570K	Sell
2024 Q2	$567K	Sell
2024 Q1	$3.73M	Buy