Strategic Wealth Partners’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 | $747K | Buy |
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|
2025
Q2 | $139K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $4.84M | Buy |
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|
2021
Q3 | $4.27M | Buy |
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|
2021
Q2 | $4.12M | Sell |
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|
2021
Q1 | $3.94M | Buy |
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|
2020
Q4 | $3.9M | Buy |
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|
2020
Q3 | $3.51M | Sell |
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|
2020
Q2 | $5.38M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6 | Buy |
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