Prospera Financial Services’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
Q2 | $3.51M | Buy |
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|
2025
Q1 | $2.35M | Buy |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $2.97M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $775K | Buy |
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|
2022
Q3 | $648K | Sell |
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|
2022
Q2 | $903K | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.68M | Sell |
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|
2021
Q2 | $2.21M | Sell |
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|
2021
Q1 | $2.06M | Buy |
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|
2020
Q4 | $766K | Buy |
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|
2020
Q3 | $491K | Buy |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $577K | Sell |
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|
2018
Q3 | $892K | Buy |
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|
2018
Q2 | $577K | Buy |
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|
2018
Q1 | $435K | Sell |
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|
2017
Q4 | $483K | Buy |
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|
2017
Q3 | $436K | Buy |
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