Westwind Capital MTUM Holdings History

Number of Shares
2,614.00
Current Holdings Value*
$630,000.00
% of Portfolio
0.13%
Total Estimate Gain
$58,096.15
% of Total Estimate Gain
10.20%

Westwind Capital's iShares MSCI USA Momentum Factor ETF Holding Summary

As of 2025-06-30, Westwind Capital held 2,614.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $630,000.00. This investment constitutes 0.13% of their stock portfolio, and Westwind Capital now holds 0% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.

The initial trade took place in 2025Q2. And since then Westwind Capital has made 1 purchases of MTUM, at an average price of $217.91, for a total of 2,614.00 shares. Based on historical transaction data and MTUM's current price of $240.14, Westwind Capital's estimated gain on his MTUM holdings is $58,096.15, reflecting a 10.20% gain to date.

Westwind Capital MTUM ($240.14) Holding Chart

Westwind Capital MTUM ($240.14) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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