Sharkey, Howes & Javer’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
Q3 | $10M | Buy |
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|
2025
Q2 | $9.23M | Buy |
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|
2025
Q1 | $7.54M | Buy |
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|
2024
Q4 | $6.5M | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $4.08M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.47M | Buy |
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|
2021
Q1 | $3.41M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.35M | Buy |
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|
2019
Q2 | $2.12M | Sell |
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|
2019
Q1 | $2.06M | Buy |
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|
2018
Q4 | $630K | Buy |
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|
2018
Q3 | $702K | Sell |
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|
2018
Q2 | $747K | Buy |
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|
2018
Q1 | $1K | Buy |
|