SAM
Smartleaf 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 | $2M | Sell |
8,433
-5,266
| -38% | -$1.25M | 0.18% | 120 |
|
|
2025
Q1 | $2.75M | Buy |
13,699
+7,140
| +109% | +$1.43M | 0.27% | 75 |
|
|
2024
Q4 | $1.36M | Buy |
6,559
+11
| +0.2% | +$2.29K | 0.14% | 161 |
|
|
2024
Q3 | $1.32M | Buy |
6,548
+336
| +5% | +$67.9K | 0.16% | 146 |
|
|
2024
Q2 | $1.21M | Sell |
6,212
-5,847
| -48% | -$1.14M | 0.2% | 119 |
|
|
2024
Q1 | $2.26M | Buy |
12,059
+4,683
| +63% | +$879K | 0.44% | 47 |
|
|
2023
Q4 | $1.16M | Buy |
+7,376
| New | +$1.16M | 0.31% | 75 |
|