4J Wealth 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 | $262K | Hold |
1,089
| – | – | 0.18% | 80 |
|
|
2025
Q1 | $220K | Hold |
1,089
| – | – | 0.17% | 85 |
|
|
2024
Q4 | $225K | Buy |
1,089
+1
| +0.1% | +$207 | 0.18% | 79 |
|
|
2024
Q3 | $221K | Hold |
1,088
| – | – | 0.17% | 85 |
|
|
2024
Q2 | $212K | Sell |
1,088
-115
| -10% | -$22.4K | 0.18% | 85 |
|
|
2024
Q1 | $225K | Sell |
1,203
-349
| -22% | -$65.4K | 0.19% | 85 |
|
|
2023
Q4 | $243K | Buy |
1,552
+1
| +0.1% | +$157 | 0.22% | 75 |
|
|
2023
Q3 | $217K | Sell |
1,551
-807
| -34% | -$113K | 0.22% | 80 |
|
|
2023
Q2 | $340K | Sell |
2,358
-210
| -8% | -$30.3K | 0.33% | 59 |
|
|
2023
Q1 | $357K | Sell |
2,568
-363
| -12% | -$50.5K | 0.38% | 55 |
|
|
2022
Q4 | $428K | Buy |
2,931
+1
| +0% | +$146 | 0.5% | 47 |
|
|
2022
Q3 | $384K | Sell |
2,930
-75
| -2% | -$9.83K | 0.49% | 46 |
|
|
2022
Q2 | $410K | Sell |
3,005
-1,964
| -40% | -$268K | 0.52% | 41 |
|
|
2022
Q1 | $836K | Sell |
4,969
-3,170
| -39% | -$533K | 0.73% | 32 |
|
|
2021
Q4 | $1.48M | Sell |
8,139
-366
| -4% | -$66.6K | 1.25% | 21 |
|
|
2021
Q3 | $1.49M | Sell |
8,505
-2,324
| -21% | -$408K | 1.3% | 22 |
|
|
2021
Q2 | $1.88M | Sell |
10,829
-411
| -4% | -$71.3K | 1.64% | 14 |
|
|
2021
Q1 | $1.81M | Sell |
11,240
-125
| -1% | -$20.1K | 1.68% | 17 |
|
|
2020
Q4 | $1.83M | Buy |
+11,365
| New | +$1.83M | 1.76% | 16 |
|