UWM
USAdvisors Wealth Management’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 | $330K | Buy |
1,372
+1,229
| +859% | +$296K | 0.12% | 94 |
|
|
2025
Q1 | $285K | Sell |
143
-1,268
| -90% | -$2.53M | 0.1% | 105 |
|
|
2024
Q4 | $291K | Sell |
1,411
-9
| -0.6% | -$1.86K | 0.09% | 106 |
|
|
2024
Q3 | $286K | Sell |
1,420
-13
| -0.9% | -$2.62K | 0.1% | 102 |
|
|
2024
Q2 | $279K | Buy |
1,433
+2
| +0.1% | +$389 | 0.1% | 103 |
|
|
2024
Q1 | $268K | Hold |
1,431
| – | – | 0.1% | 113 |
|
|
2023
Q4 | $224K | Sell |
1,431
-784
| -35% | -$123K | 0.09% | 119 |
|
|
2023
Q3 | $309K | Sell |
2,215
-508
| -19% | -$70.9K | 0.14% | 88 |
|
|
2023
Q2 | $393K | Sell |
2,723
-933
| -26% | -$135K | 0.19% | 84 |
|
|
2023
Q1 | $508K | Sell |
3,656
-118
| -3% | -$16.4K | 0.24% | 79 |
|
|
2022
Q4 | $551K | Buy |
3,774
+29
| +0.8% | +$4.23K | 0.27% | 78 |
|
|
2022
Q3 | $491K | Sell |
3,745
-11
| -0.3% | -$1.44K | 0.25% | 79 |
|
|
2022
Q2 | $512K | Sell |
3,756
-959
| -20% | -$131K | 0.26% | 77 |
|
|
2022
Q1 | $793K | Sell |
4,715
-598
| -11% | -$101K | 0.34% | 71 |
|
|
2021
Q4 | $966K | Sell |
5,313
-39,633
| -88% | -$7.21M | 0.39% | 56 |
|
|
2021
Q3 | $7.89M | Buy |
44,946
+38,091
| +556% | +$6.69M | 3.42% | 7 |
|
|
2021
Q2 | $1.19M | Sell |
6,855
-39,866
| -85% | -$6.91M | 0.65% | 40 |
|
|
2021
Q1 | $7.52M | Buy |
46,721
+31,295
| +203% | +$5.03M | 3.63% | 4 |
|
|
2020
Q4 | $2.53M | Sell |
15,426
-130
| -0.8% | -$21.3K | 1.21% | 24 |
|
|
2020
Q3 | $2.29K | Buy |
15,556
+274
| +2% | +$40 | 0.36% | 24 |
|
|
2020
Q2 | $2M | Buy |
15,282
+3,274
| +27% | +$429K | 1.06% | 22 |
|
|
2020
Q1 | $1.28M | Buy |
12,008
+7,740
| +181% | +$824K | 0.79% | 29 |
|
|
2019
Q4 | $536K | Buy |
+4,268
| New | +$536K | 0.28% | 45 |
|