JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
2,777
+713
| +35% | +$171K | 0.03% | 191 |
|
|
2025
Q1 | $417K | Buy |
2,064
+244
| +13% | +$49.3K | 0.02% | 246 |
|
|
2024
Q4 | $399K | Buy |
1,820
+576
| +46% | +$126K | 0.02% | 230 |
|
|
2024
Q3 | $252K | Buy |
+1,244
| New | +$252K | 0.01% | 323 |
|
|
2023
Q3 | – | Sell |
-1,040
| Closed | -$150K | – | 678 |
|
|
2023
Q2 | $150K | Buy |
+1,040
| New | +$150K | 0.01% | 292 |
|
|
2022
Q2 | – | Sell |
-149
| Closed | -$25K | – | 719 |
|
|
2022
Q1 | $25K | Sell |
149
-95
| -39% | -$15.9K | ﹤0.01% | 509 |
|
|
2021
Q4 | $44K | Hold |
244
| – | – | ﹤0.01% | 462 |
|
|
2021
Q3 | $43K | Buy |
+244
| New | +$43K | ﹤0.01% | 424 |
|