Summit Investment Advisory Services’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 | – | Sell |
-1,032
| Closed | -$209K | – | 93 |
|
|
2025
Q1 | $209K | Sell |
1,032
-80
| -7% | -$16.2K | 0.1% | 65 |
|
|
2024
Q4 | $230K | Buy |
1,112
+3
| +0.3% | +$621 | 0.12% | 64 |
|
|
2024
Q3 | $225K | Buy |
+1,109
| New | +$225K | 0.12% | 61 |
|
|
2024
Q2 | – | Sell |
-1,107
| Closed | -$207K | – | 79 |
|
|
2024
Q1 | $207K | Buy |
+1,107
| New | +$207K | 0.12% | 63 |
|