Venturi 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
Q3 | $999K | Buy |
|
|||||
|
2025
Q2 | $851K | Sell |
|
|||||
|
2025
Q1 | $723K | Sell |
|
|||||
|
2024
Q4 | $777K | Buy |
|
|||||
|
2024
Q3 | $10.7K | Hold |
|
|||||
|
2024
Q2 | $10.3K | Hold |
|
|||||
|
2024
Q1 | $9.93K | Hold |
|
|||||
|
2023
Q4 | $8.32K | Hold |
|
|||||
|
2023
Q3 | $7.41K | Sell |
|
|||||
|
2023
Q2 | $9.23K | Sell |
|
|||||
|
2023
Q1 | $14K | Sell |
|
|||||
|
2022
Q4 | $722K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $868K | Sell |
|
|||||
|
2021
Q1 | $923K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $887K | Buy |
|
|||||
|
2019
Q2 | $828K | Sell |
|
|||||
|
2019
Q1 | $815K | Sell |
|
|||||
|
2018
Q4 | $2.49M | Sell |
|
|||||
|
2018
Q3 | $10.1M | Buy |
|
|||||
|
2018
Q2 | $9.59M | Buy |
|
|||||
|
2018
Q1 | $1.08M | Buy |
|
|||||
|
2017
Q4 | $442K | Buy |
|
|||||
|
2017
Q3 | $404K | Buy |
|