SteelPeak Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.55M | Buy |
39,725
+446
| +1% | +$107K | 0.37% | 69 |
|
|
2025
Q1 | $7.94M | Buy |
39,279
+13,016
| +50% | +$2.63M | 0.33% | 72 |
|
|
2024
Q4 | $5.43M | Buy |
+26,263
| New | +$5.43M | 0.22% | 85 |
|
|
2023
Q1 | – | Sell |
-25,384
| Closed | -$3.7M | – | 397 |
|
|
2022
Q4 | $3.7M | Buy |
+25,384
| New | +$3.7M | 0.27% | 80 |
|
|
2021
Q3 | – | Sell |
-23,203
| Closed | -$4.02M | – | 430 |
|
|
2021
Q2 | $4.02M | Sell |
23,203
-12,896
| -36% | -$2.24M | 0.28% | 77 |
|
|
2021
Q1 | $5.81M | Buy |
+36,099
| New | +$5.81M | 0.46% | 58 |
|
|
2020
Q1 | – | Sell |
-1,945
| Closed | -$244K | – | 259 |
|
|
2019
Q4 | $244K | Buy |
+1,945
| New | +$244K | 0.03% | 218 |
|