Ishares Tr Msci Usa Momentum Factor shares owned by James J. Burns & Company
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by James J. Burns & Company
from 13F filings
Historical chart of James J. Burns & Company investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by James J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $351k | 1.4k | 256.52 |
| 2025-06-30 | $344k | 1.4k | 240.33 |
| 2025-03-31 | $299k | 1.5k | 202.07 |
| 2024-12-31 | $352k | 1.7k | 207.18 |
| 2024-09-30 | $389k | 1.9k | 203.03 |
| 2024-06-30 | $372k | 1.9k | 194.46 |
| 2023-09-30 | $283k | 2.0k | 139.82 |
| 2023-06-30 | $292k | 2.0k | 144.27 |
| 2023-03-31 | $280k | 2.0k | 138.68 |
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