WealthPlan Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

WealthPlan Investment Management’s Portfolio MTUM Stock Details MTUM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$218K	Sell
2025 Q2	$1.67M	Buy
2023 Q1	–	Sell
2022 Q4	$478K	Buy
2022 Q3	$431K	Buy