SWP
Summit Wealth Partners’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 | $248K | Buy |
+1,033
| New | +$248K | 0.05% | 197 |
|
|
2022
Q2 | – | Sell |
-1,660
| Closed | -$279K | – | 177 |
|
|
2022
Q1 | $279K | Buy |
1,660
+4
| +0.2% | +$673 | 0.06% | 136 |
|
|
2021
Q4 | $301K | Sell |
1,656
-74
| -4% | -$13.5K | 0.06% | 128 |
|
|
2021
Q3 | $304K | Buy |
1,730
+35
| +2% | +$6.15K | 0.07% | 122 |
|
|
2021
Q2 | $294K | Sell |
1,695
-432
| -20% | -$74.9K | 0.07% | 128 |
|
|
2021
Q1 | $342K | Sell |
2,127
-558
| -21% | -$89.7K | 0.09% | 111 |
|
|
2020
Q4 | $433K | Sell |
2,685
-3,151
| -54% | -$508K | 0.12% | 93 |
|
|
2020
Q3 | $860K | Buy |
5,836
+836
| +17% | +$123K | 0.26% | 62 |
|
|
2020
Q2 | $655K | Buy |
+5,000
| New | +$655K | 0.21% | 73 |
|