JBR Co Financial Management’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
Q3
$353K Hold
2025
Q2
$330K Sell
2025
Q1
$294K Hold
2024
Q4
$301K Hold
2024
Q3
$295K Hold
2024
Q2
$284K Buy
2024
Q1
$217K Buy