RA
RiverTree Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Buy |
+3,430
| New | +$824K | 0.55% | 40 |
|
|
2022
Q1 | – | Sell |
-32,284
| Closed | -$5.87M | – | 44 |
|
|
2021
Q4 | $5.87M | Sell |
32,284
-864
| -3% | -$157K | 3.76% | 13 |
|
|
2021
Q3 | $5.82M | Sell |
33,148
-3,370
| -9% | -$592K | 3.97% | 12 |
|
|
2021
Q2 | $6.33M | Sell |
36,518
-114
| -0.3% | -$19.8K | 4.29% | 10 |
|
|
2021
Q1 | $5.89M | Sell |
36,632
-3,729
| -9% | -$600K | 4.13% | 10 |
|
|
2020
Q4 | $6.51M | Buy |
+40,361
| New | +$6.51M | 5.2% | 7 |
|