Sowell Financial Services’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 | $3.02M | Buy |
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|
2025
Q2 | $2.29M | Buy |
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|
2025
Q1 | $1.82M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $890K | Sell |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.68M | Sell |
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|
2021
Q3 | $3.69M | Sell |
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|
2021
Q2 | $4.64M | Sell |
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|
2021
Q1 | $6.32M | Buy |
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|
2020
Q4 | $5.23M | Sell |
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|
2020
Q3 | $4.9M | Sell |
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|
2020
Q2 | $8.7M | Buy |
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|
2020
Q1 | $2.83M | Buy |
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|
2019
Q4 | $2.25M | Sell |
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|
2019
Q3 | $3.1M | Buy |
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|
2019
Q1 | $3.05M | Sell |
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|
2018
Q4 | $3.06M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $707K | Sell |
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|
2018
Q1 | $1.29M | Sell |
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|
2017
Q4 | $1.78M | Buy |
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|
2017
Q3 | $334K | Sell |
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|
2017
Q2 | $331K | Sell |
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|
2017
Q1 | $882K | Sell |
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|
2016
Q4 | $825K | Buy |
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