Summit X LLC’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 | – | Sell |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $4.49M | Buy |
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|
2024
Q4 | $4.58M | Buy |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $632K | Sell |
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|
2021
Q3 | $645K | Sell |
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|
2021
Q2 | $2.24M | Sell |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $17.5K | Buy |
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|
2020
Q2 | $1.55M | Sell |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.38M | Buy |
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|
2019
Q2 | $1.32M | Buy |
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|
2019
Q1 | $997K | Buy |
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|
2018
Q4 | $314K | Buy |
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|
2018
Q3 | $292K | Buy |
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