Ishares Tr Msci Usa Momentum Factor shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.1M | 30k | 202.76 |
| 2024-06-30 | $5.9M | 30k | 194.87 |
| 2024-03-31 | $5.8M | 31k | 187.35 |
| 2023-09-30 | $4.7M | 34k | 139.70 |
| 2023-06-30 | $5.1M | 35k | 144.25 |
| 2023-03-31 | $5.1M | 36k | 139.04 |
| 2022-12-31 | $5.3M | 37k | 145.93 |
| 2022-09-30 | $4.9M | 37k | 131.19 |
| 2022-06-30 | $4.9M | 36k | 136.37 |
| 2022-03-31 | $5.1M | 30k | 168.25 |
| 2021-12-31 | $5.3M | 29k | 181.81 |
| 2021-06-30 | $4.5M | 26k | 173.42 |
| 2021-03-31 | $4.0M | 25k | 160.86 |
| 2020-12-31 | $3.9M | 24k | 161.31 |
| 2020-09-30 | $4.0M | 27k | 147.41 |
| 2020-06-30 | $3.3M | 25k | 130.99 |
| 2020-03-31 | $1.7M | 16k | 106.46 |
| 2019-12-31 | $827k | 6.6k | 125.57 |
| 2019-09-30 | $233k | 2.0k | 119.00 |
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