John W. Brooker & Co’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
Q2 | – | Sell |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $740K | Buy |
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $696K | Sell |
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|
2024
Q1 | $771K | Sell |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $818K | Sell |
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|
2023
Q2 | $999K | Buy |
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|
2023
Q1 | $999K | Sell |
|
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $970K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $756K | Buy |
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|
2019
Q4 | $756K | Buy |
|