Ishares Tr Msci Usa Momentum Factor shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $640k | 3.4k | 187.34 |
| 2023-12-31 | $548k | 3.5k | 156.89 |
| 2023-09-30 | $644k | 4.6k | 139.70 |
| 2023-06-30 | $1.0M | 7.1k | 144.25 |
| 2023-03-31 | $21M | 150k | 139.04 |
| 2022-12-31 | $21M | 143k | 145.93 |
| 2022-09-30 | $22M | 166k | 131.17 |
| 2022-06-30 | $23M | 170k | 136.37 |
| 2022-03-31 | $26M | 157k | 168.27 |
| 2021-12-31 | $31M | 169k | 181.82 |
| 2021-09-30 | $30M | 169k | 175.60 |
| 2021-06-30 | $30M | 170k | 173.43 |
| 2021-03-31 | $27M | 170k | 160.86 |
| 2020-12-31 | $28M | 171k | 161.29 |
| 2020-09-30 | $25M | 170k | 147.40 |
| 2020-06-30 | $22M | 170k | 131.00 |
| 2020-03-31 | $18M | 169k | 106.48 |
| 2019-12-31 | $21M | 170k | 125.56 |
| 2019-09-30 | $20M | 167k | 119.25 |
| 2019-06-30 | $20M | 168k | 118.60 |
| 2019-03-31 | $19M | 170k | 112.18 |
| 2018-12-31 | $13M | 133k | 100.23 |
| 2018-09-30 | $23M | 193k | 119.00 |
| 2018-06-30 | $21M | 194k | 109.70 |
| 2018-03-31 | $1.1M | 11k | 105.88 |
| 2017-12-31 | $72k | 700 | 102.86 |
| 2015-12-31 | $5.0k | 71 | 70.42 |
| 2015-09-30 | $4.0k | 70 | 57.14 |
| 2015-06-30 | $5.0k | 70 | 71.43 |
| 2015-03-31 | $4.0k | 70 | 57.14 |
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