SWA
Strategies 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 | $206K | Buy |
+857
| New | +$206K | 0.02% | 176 |
|
|
2023
Q3 | – | Sell |
-1,862
| Closed | -$269K | – | 84 |
|
|
2023
Q2 | $269K | Buy |
+1,862
| New | +$269K | 0.05% | 73 |
|
|
2022
Q2 | $282K | Buy |
2,069
+6
| +0.3% | +$818 | 0.08% | 74 |
|
|
2022
Q1 | $347K | Sell |
2,063
-80
| -4% | -$13.5K | 0.09% | 67 |
|
|
2021
Q4 | $390K | Buy |
+2,143
| New | +$390K | 0.11% | 62 |
|