Journey Strategic Wealth’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 | $14.4M | Sell |
60,111
-875
| -1% | -$210K | 0.47% | 21 |
|
|
2025
Q1 | $12.3M | Buy |
60,986
+50,450
| +479% | +$10.2M | 0.43% | 19 |
|
|
2024
Q4 | $2.18M | Sell |
10,536
-51
| -0.5% | -$10.6K | 0.08% | 71 |
|
|
2024
Q3 | $2.15M | Sell |
10,587
-501
| -5% | -$102K | 0.08% | 68 |
|
|
2024
Q2 | $2.16M | Sell |
11,088
-382
| -3% | -$74.4K | 0.09% | 45 |
|
|
2024
Q1 | $2.15M | Buy |
11,470
+48
| +0.4% | +$8.99K | 0.1% | 42 |
|
|
2023
Q4 | $1.79M | Sell |
11,422
-31
| -0.3% | -$4.86K | 0.08% | 43 |
|
|
2023
Q3 | $1.6M | Sell |
11,453
-32,714
| -74% | -$4.57M | 0.08% | 42 |
|
|
2023
Q2 | $6.37M | Buy |
44,167
+4,220
| +11% | +$609K | 0.29% | 16 |
|
|
2023
Q1 | $5.55M | Buy |
+39,947
| New | +$5.55M | 0.58% | 16 |
|