WA
MTUM icon

Whipplewood Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Whipplewood Advisors’s Portfolio MTUM Stock Details MTUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.52M Buy
14,652
+7,124
+95% +$1.71M 1.93% 8
2025
Q1 		$2.95M Sell
7,528
-7,334
-49% -$2.87M 1.74% 9
2024
Q4 		$3.08M Buy
+14,862
New +$3.08M 1.75% 8