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
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