SWA
Strata Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Sell |
3,507
-65
| -2% | -$15.6K | 0.23% | 42 |
|
|
2025
Q1 | $722K | Hold |
3,572
| – | – | 0.22% | 40 |
|
|
2024
Q4 | $739K | Hold |
3,572
| – | – | 0.23% | 43 |
|
|
2024
Q3 | $724K | Hold |
3,572
| – | – | 0.23% | 41 |
|
|
2024
Q2 | $696K | Hold |
3,572
| – | – | 0.24% | 38 |
|
|
2024
Q1 | $669K | Hold |
3,572
| – | – | 0.24% | 42 |
|
|
2023
Q4 | $560K | Hold |
3,572
| – | – | 0.22% | 43 |
|
|
2023
Q3 | $499K | Buy |
+3,572
| New | +$499K | 0.24% | 32 |
|