Summit 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
Q4 | $234K | Buy |
|
|||||
|
2025
Q3 | $234K | Sell |
|
|||||
|
2025
Q2 | $248K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $279K | Buy |
|
|||||
|
2021
Q4 | $301K | Sell |
|
|||||
|
2021
Q3 | $304K | Buy |
|
|||||
|
2021
Q2 | $294K | Sell |
|
|||||
|
2021
Q1 | $342K | Sell |
|
|||||
|
2020
Q4 | $433K | Sell |
|
|||||
|
2020
Q3 | $860K | Buy |
|
|||||
|
2020
Q2 | $655K | Buy |
|