SHJ
MTUM icon

Sharkey, Howes & Javer’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sharkey, Howes & Javer’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7M Sell
48,608
-17,347
-26% -$5.18M 2.01% 14
2026
Q1 		$15.8M Buy
65,955
+3,489
+6% +$877K 2.13% 13
2025
Q4 		$15.6M Buy
62,466
+23,341
+60% +$5.86M 1.99% 17
2025
Q3 		$10M Buy
39,125
+726
+2% +$178K 1.29% 21
2025
Q2 		$9.23M Buy
38,399
+1,096
+3% +$239K 1.24% 21
2025
Q1 		$7.54M Buy
37,303
+5,877
+19% +$1.26M 1.08% 25
2024
Q4 		$6.5M Buy
+31,426
New +$6.58M 0.91% 24
2023
Q1 		– Sell
-27,936
Closed -$4.08M – 101
2022
Q4 		$4.08M Buy
+27,936
New +$4.05M 0.94% 23
2021
Q3 		– Sell
-25,800
Closed -$4.47M – 79
2021
Q2 		$4.47M Buy
25,800
+4,592
+22% +$778K 1.19% 21
2021
Q1 		$3.41M Buy
+21,208
New +$3.51M 1.07% 21
2019
Q4 		– Sell
-19,672
Closed -$2.35M – 67
2019
Q3 		$2.35M Buy
19,672
+1,793
+10% +$216K 1.01% 20
2019
Q2 		$2.12M Sell
17,879
-519
-3% -$59.4K 0.96% 21
2019
Q1 		$2.06M Buy
18,398
+12,112
+193% +$1.3M 0.96% 21
2018
Q4 		$630K Buy
6,286
+385
+7% +$41.2K 0.41% 26
2018
Q3 		$702K Sell
5,901
-913
-13% -$105K 0.37% 22
2018
Q2 		$747K Buy
6,814
+6,808
+113,467% +$745K 0.41% 17
2018
Q1 		$1K Buy
+6
New +$654 ﹤0.01% 205

Other funds holding MTUM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return