Westside Investment 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 | $88.7K | Hold |
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|
2025
Q2 | $83.2K | Sell |
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|
2025
Q1 | $75K | Buy |
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|
2024
Q4 | $71.6K | Hold |
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|
2024
Q3 | $70.2K | Hold |
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|
2024
Q2 | $67.4K | Hold |
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|
2024
Q1 | $64.8K | Hold |
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|
2023
Q4 | $54.3K | Hold |
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|
2023
Q3 | $48.3K | Hold |
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|
2023
Q2 | $49.9K | Hold |
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|
2023
Q1 | $48.1K | Buy |
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|
2022
Q4 | $44 | Hold |
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|
2022
Q3 | $40 | Hold |
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|
2022
Q2 | $41 | Hold |
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|
2022
Q1 | $51 | Hold |
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|
2021
Q4 | $55 | Hold |
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|
2021
Q3 | $53 | Hold |
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|
2021
Q2 | $53 | Hold |
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|
2021
Q1 | $49 | Buy |
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|
2020
Q4 | $40 | Hold |
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|
2020
Q3 | $36 | Hold |
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|
2020
Q2 | $32 | Sell |
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|
2020
Q1 | $42 | Buy |
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|
2019
Q2 | $71 | Buy |
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|
2018
Q4 | $97.2K | Buy |
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