IFWM
Institute for Wealth Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
39,272
-1,100
| -3% | -$45K | 0.18% | 118 |
|
|
2025
Q1 | $1.48M | Hold |
40,372
| – | – | 0.19% | 116 |
|
|
2024
Q4 | $1.53M | Sell |
40,372
-265
| -0.7% | -$10K | 0.19% | 107 |
|
|
2024
Q3 | $1.49M | Sell |
40,637
-1,261
| -3% | -$46.4K | 0.19% | 121 |
|
|
2024
Q2 | $1.44M | Sell |
41,898
-292
| -0.7% | -$10K | 0.19% | 117 |
|
|
2024
Q1 | $1.45M | Buy |
42,190
+5
| +0% | +$172 | 0.19% | 116 |
|
|
2023
Q4 | $1.29M | Sell |
42,185
-210
| -0.5% | -$6.44K | 0.21% | 121 |
|
|
2023
Q3 | $1.18M | Hold |
42,395
| – | – | 0.21% | 118 |
|
|
2023
Q2 | $1.22M | Sell |
42,395
-500
| -1% | -$14.4K | 0.21% | 114 |
|
|
2023
Q1 | $1.18M | Buy |
42,895
+12,063
| +39% | +$332K | 0.23% | 111 |
|
|
2022
Q4 | $824K | Buy |
+30,832
| New | +$824K | 0.17% | 157 |
|