Spire Wealth Management’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 | $1.87M | Sell |
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|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $3.33M | Sell |
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|
2023
Q1 | $3.32M | Buy |
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|
2022
Q4 | $2.11M | Buy |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $3.76M | Sell |
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|
2022
Q1 | $6.09M | Sell |
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|
2021
Q4 | $15.5M | Buy |
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|
2021
Q3 | $14.3M | Buy |
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|
2021
Q2 | $9.67M | Buy |
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|
2021
Q1 | $8.43M | Buy |
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