Tradition Wealth Management’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 | $352K | Sell |
1,464
-14
| -0.9% | -$3.37K | 0.03% | 320 |
|
|
2025
Q1 | $299K | Buy |
1,478
+21
| +1% | +$4.25K | 0.03% | 331 |
|
|
2024
Q4 | $301K | Buy |
1,457
+5
| +0.3% | +$1.04K | 0.03% | 322 |
|
|
2024
Q3 | $294K | Buy |
1,452
+3
| +0.2% | +$608 | 0.03% | 324 |
|
|
2024
Q2 | $282K | Buy |
1,449
+2
| +0.1% | +$390 | 0.03% | 321 |
|
|
2024
Q1 | $271K | Buy |
1,447
+11
| +0.8% | +$2.06K | 0.03% | 319 |
|
|
2023
Q4 | $225K | Buy |
1,436
+7
| +0.5% | +$1.1K | 0.02% | 308 |
|
|
2023
Q3 | $200K | Sell |
1,429
-4
| -0.3% | -$560 | 0.02% | 310 |
|
|
2023
Q2 | $207K | Buy |
1,433
+5
| +0.4% | +$722 | 0.02% | 304 |
|
|
2023
Q1 | $198K | Buy |
1,428
+58
| +4% | +$8.04K | 0.02% | 302 |
|
|
2022
Q4 | $200K | Sell |
1,370
-34
| -2% | -$4.96K | 0.03% | 262 |
|
|
2022
Q3 | $184K | Buy |
1,404
+52
| +4% | +$6.82K | 0.03% | 269 |
|
|
2022
Q2 | $184K | Buy |
1,352
+4
| +0.3% | +$544 | 0.03% | 273 |
|
|
2022
Q1 | $227K | Sell |
1,348
-22
| -2% | -$3.71K | 0.03% | 279 |
|
|
2021
Q4 | $249K | Buy |
1,370
+7
| +0.5% | +$1.27K | 0.03% | 272 |
|
|
2021
Q3 | $239K | Sell |
1,363
-6,364
| -82% | -$1.12M | 0.03% | 251 |
|
|
2021
Q2 | $1.34M | Sell |
7,727
-371
| -5% | -$64.3K | 0.2% | 108 |
|
|
2021
Q1 | $1.3M | Buy |
8,098
+6,189
| +324% | +$996K | 0.23% | 93 |
|
|
2020
Q4 | $308K | Buy |
+1,909
| New | +$308K | 0.06% | 194 |
|