JBR Co Financial Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
1,375
-81
| -6% | -$19.5K | 0.16% | 90 |
|
|
2025
Q1 | $294K | Hold |
1,456
| – | – | 0.17% | 91 |
|
|
2024
Q4 | $301K | Hold |
1,456
| – | – | 0.18% | 85 |
|
|
2024
Q3 | $295K | Hold |
1,456
| – | – | 0.19% | 88 |
|
|
2024
Q2 | $284K | Buy |
1,456
+298
| +26% | +$58.1K | 0.2% | 81 |
|
|
2024
Q1 | $217K | Buy |
+1,158
| New | +$217K | 0.17% | 91 |
|