Stratos Wealth Advisors’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 | $4.53M | Buy |
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|
2025
Q2 | $4.19M | Buy |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $4.55M | Buy |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $830K | Sell |
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|
2020
Q4 | $1.9M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $44K | Buy |
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