Stone House Investment Management’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	$8.98M	Buy	37,387 +1,544	+4%	+$371K	1.65%	19
2025 Q1	$7.24M	Buy	35,843 +6,632	+23%	+$1.34M	1.47%	19
2024 Q4	$6.04M	Buy	+29,211	New	+$6.04M	1.54%	17
2023 Q1	–	Sell	-20,974	Closed	-$3.06M	–	314
2022 Q4	$3.06M	Buy	+20,974	New	+$3.06M	1.09%	17