Sterling Group 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 | $440K | Hold |
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|
2025
Q2 | $412K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $348K | Hold |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $7.15M | Buy |
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|
2022
Q4 | $7.45M | Buy |
|