Tradition Wealth Management’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
Q2 | $352K | Sell |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2023
Q1 | $198K | Buy |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $184K | Buy |
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|
2022
Q2 | $184K | Buy |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $308K | Buy |
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