BMM
Berkshire Money Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
8,071
+6,808
| +539% | +$1.64M | 0.2% | 31 |
|
|
2025
Q1 | $255K | Sell |
1,263
-40
| -3% | -$8.09K | 0.03% | 85 |
|
|
2024
Q4 | $270K | Buy |
+1,303
| New | +$270K | 0.03% | 78 |
|
|
2024
Q2 | – | Sell |
-1,860
| Closed | -$348K | – | 65 |
|
|
2024
Q1 | $348K | Buy |
+1,860
| New | +$348K | 0.04% | 58 |
|
|
2023
Q3 | – | Sell |
-51,237
| Closed | -$7.39M | – | 42 |
|
|
2023
Q2 | $7.39M | Buy |
51,237
+914
| +2% | +$132K | 1.07% | 21 |
|
|
2023
Q1 | $7M | Buy |
50,323
+28
| +0.1% | +$3.89K | 1.06% | 21 |
|
|
2022
Q4 | $7.34M | Sell |
50,295
-1,479
| -3% | -$216K | 1.16% | 16 |
|
|
2022
Q3 | $6.79M | Sell |
51,774
-18,133
| -26% | -$2.38M | 1.17% | 17 |
|
|
2022
Q2 | $9.53M | Sell |
69,907
-37,599
| -35% | -$5.13M | 1.58% | 13 |
|
|
2022
Q1 | $18.1M | Buy |
107,506
+41,564
| +63% | +$6.99M | 2.6% | 11 |
|
|
2021
Q4 | $12M | Buy |
65,942
+477
| +0.7% | +$86.7K | 1.75% | 12 |
|
|
2021
Q3 | $11.5M | Sell |
65,465
-2,403
| -4% | -$422K | 1.83% | 14 |
|
|
2021
Q2 | $11.8M | Buy |
67,868
+2,239
| +3% | +$388K | 1.89% | 14 |
|
|
2021
Q1 | $10.6M | Buy |
65,629
+2,510
| +4% | +$404K | 1.85% | 13 |
|
|
2020
Q4 | $10.2M | Sell |
63,119
-3,520
| -5% | -$568K | 1.88% | 12 |
|
|
2020
Q3 | $9.82M | Buy |
+66,639
| New | +$9.82M | 2.04% | 14 |
|
|
2018
Q4 | – | Sell |
-73,144
| Closed | -$8.7M | – | 33 |
|
|
2018
Q3 | $8.7M | Buy |
73,144
+4,990
| +7% | +$594K | 1.92% | 10 |
|
|
2018
Q2 | $7.57M | Sell |
68,154
-1,670
| -2% | -$185K | 1.76% | 10 |
|
|
2018
Q1 | $7.4M | Sell |
69,824
-4,248
| -6% | -$450K | 1.85% | 11 |
|
|
2017
Q4 | $7.64M | Buy |
74,072
+239
| +0.3% | +$24.6K | 1.91% | 12 |
|
|
2017
Q3 | $7.42M | Buy |
73,833
+428
| +0.6% | +$43K | 1.94% | 12 |
|
|
2017
Q2 | $6.53M | Buy |
+73,405
| New | +$6.53M | 1.84% | 14 |
|