James J. Burns & Company’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $342K | Sell |
|
|||||
|
2025
Q3 | $351K | Sell |
|
|||||
|
2025
Q2 | $344K | Sell |
|
|||||
|
2025
Q1 | $299K | Sell |
|
|||||
|
2024
Q4 | $352K | Sell |
|
|||||
|
2024
Q3 | $389K | Buy |
|
|||||
|
2024
Q2 | $372K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $311K | Sell |
|
|||||
|
2023
Q3 | $283K | Hold |
|
|||||
|
2023
Q2 | $292K | Buy |
|
|||||
|
2023
Q1 | $280K | Buy |
|