JDM Financial Group’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
$155K Hold
645
0.07% 57
2025
Q1
$130K Hold
645
0.07% 58
2024
Q4
$133K Buy
645
+399
+162% +$82.6K 0.07% 53
2024
Q3
$49.9K Buy
+246
New +$49.9K 0.03% 88