Planned 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
Q3 | $1.31M | Buy |
|
|||||
|
2025
Q2 | $1.23M | Sell |
|
|||||
|
2025
Q1 | $1.1M | Buy |
|
|||||
|
2024
Q4 | $1.11M | Buy |
|
|||||
|
2024
Q3 | $1.09M | Buy |
|
|||||
|
2024
Q2 | $1.04M | Hold |
|
|||||
|
2024
Q1 | $1M | Buy |
|
|||||
|
2023
Q4 | $840K | Sell |
|
|||||
|
2023
Q3 | $926K | Hold |
|
|||||
|
2023
Q2 | $956K | Sell |
|
|||||
|
2023
Q1 | $963K | Sell |
|
|||||
|
2022
Q4 | $1.26M | Sell |
|
|||||
|
2022
Q3 | $1.16M | Hold |
|
|||||
|
2022
Q2 | $1.21M | Buy |
|
|||||
|
2022
Q1 | $1.49M | Sell |
|
|||||
|
2021
Q4 | $17M | Buy |
|
|||||
|
2021
Q2 | $15.8M | Buy |
|
|||||
|
2021
Q1 | $14.4M | Sell |
|
|||||
|
2020
Q4 | $15.1M | Buy |
|
|||||
|
2020
Q3 | $13M | Buy |
|