Strategic Investment Solutions’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 | $299K | Buy |
1,242
+1,166
| +1,534% | +$280K | 0.09% | 108 |
|
|
2025
Q1 | $15.5K | Sell |
76
-10
| -12% | -$2.04K | ﹤0.01% | 319 |
|
|
2024
Q4 | $13.5K | Buy |
86
+34
| +65% | +$5.34K | ﹤0.01% | 352 |
|
|
2024
Q3 | $10.6K | Hold |
52
| – | – | ﹤0.01% | 355 |
|
|
2024
Q2 | $9.95K | Buy |
+52
| New | +$9.95K | ﹤0.01% | 344 |
|
|
2023
Q4 | $13.5K | Buy |
+86
| New | +$13.5K | ﹤0.01% | 712 |
|
|
2023
Q2 | – | Sell |
-225
| Closed | -$31.2K | – | 941 |
|
|
2023
Q1 | $31.2K | Buy |
+225
| New | +$31.2K | 0.01% | 457 |
|