SAM
Secure Asset Management’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 | – | Sell |
-1,059
| Closed | -$214K | – | 340 |
|
|
2025
Q1 | $214K | Buy |
+1,059
| New | +$214K | 0.04% | 282 |
|
|
2024
Q3 | – | Sell |
-1,769
| Closed | -$345K | – | 311 |
|
|
2024
Q2 | $345K | Sell |
1,769
-159
| -8% | -$31K | 0.07% | 209 |
|
|
2024
Q1 | $361K | Buy |
+1,928
| New | +$361K | 0.08% | 161 |
|