Scissortail 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 | $1.97M | Sell |
8,182
-14,223
| -63% | -$3.42M | 0.47% | 53 |
|
|
2025
Q1 | $4.53M | Buy |
+22,405
| New | +$4.53M | 1.16% | 30 |
|
|
2024
Q1 | – | Sell |
-6,176
| Closed | -$1.04M | – | 180 |
|
|
2023
Q4 | $1.04M | Buy |
6,176
+248
| +4% | +$41.9K | 0.33% | 63 |
|
|
2023
Q3 | $819K | Buy |
5,928
+501
| +9% | +$69.2K | 0.64% | 29 |
|
|
2023
Q2 | $798K | Sell |
5,427
-9,350
| -63% | -$1.37M | 0.65% | 27 |
|
|
2023
Q1 | $2.05M | Sell |
14,777
-2,636
| -15% | -$367K | 1.85% | 20 |
|
|
2022
Q4 | $2.52M | Sell |
17,413
-185
| -1% | -$26.8K | 1.46% | 22 |
|
|
2022
Q3 | $2.55M | Buy |
+17,598
| New | +$2.55M | 1.32% | 27 |
|
|
2022
Q2 | – | Sell |
-12,277
| Closed | -$1.81M | – | 136 |
|
|
2022
Q1 | $1.81M | Buy |
+12,277
| New | +$1.81M | 0.89% | 34 |
|