Stone House Investment 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
$9.9M Buy
2025
Q2
$8.98M Buy
2025
Q1
$7.24M Buy
2024
Q4
$6.04M Buy
2023
Q1
Sell
2022
Q4
$3.06M Buy