WealthPlan Investment 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	$1.67M	Buy	+6,946	New	+$1.67M	0.12%	138
2023 Q1	–	Sell	-3,286	Closed	-$478K	–	521
2022 Q4	$478K	Buy	3,286 +392	+14%	+$57K	0.03%	262
2022 Q3	$431K	Buy	+2,894	New	+$431K	0.03%	263