Willis Johnson & Associates’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 | $280K | Sell |
1,167
-11
| -0.9% | -$2.64K | 0.02% | 136 |
|
|
2025
Q1 | $238K | Buy |
1,178
+110
| +10% | +$22.2K | 0.02% | 140 |
|
|
2024
Q4 | $221K | Sell |
1,068
-184
| -15% | -$38.1K | 0.02% | 141 |
|
|
2024
Q3 | $254K | Buy |
1,252
+62
| +5% | +$12.6K | 0.02% | 135 |
|
|
2024
Q2 | $232K | Hold |
1,190
| – | – | 0.02% | 139 |
|
|
2024
Q1 | $223K | Buy |
+1,190
| New | +$223K | 0.02% | 138 |
|