Washington Trust’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 | – | Sell |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $106K | Sell |
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|
2024
Q3 | $429K | Hold |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $396K | Hold |
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|
2023
Q4 | $332K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $413K | Hold |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $533K | Buy |
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|
2021
Q2 | $312K | Hold |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $505K | Buy |
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|
2020
Q3 | $340K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $277K | Hold |
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|
2019
Q2 | $274K | Hold |
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|
2019
Q1 | $260K | Hold |
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|
2018
Q4 | $231K | Hold |
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|
2018
Q3 | $275K | Buy |
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