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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
881
-128
-13% -$30.8K 0.08% 218
2025
Q1
$204K Sell
1,009
-136
-12% -$27.5K 0.1% 193
2024
Q4
$237K Buy
1,145
+5
+0.4% +$1.03K 0.1% 176
2024
Q3
$231K Buy
1,140
+2
+0.2% +$406 0.09% 165
2024
Q2
$222K Buy
+1,138
New +$222K 0.11% 158