JJBC
James J. Burns & Company’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
12,124
-127
| -1% | -$7.77K | 0.12% | 75 |
|
|
2025
Q1 | $754K | Sell |
12,251
-242
| -2% | -$14.9K | 0.14% | 72 |
|
|
2024
Q4 | $754K | Sell |
12,493
-631
| -5% | -$38.1K | 0.13% | 71 |
|
|
2024
Q3 | $866K | Sell |
13,124
-36
| -0.3% | -$2.38K | 0.16% | 65 |
|
|
2024
Q2 | $754K | Sell |
13,160
-546
| -4% | -$31.3K | 0.15% | 65 |
|
|
2024
Q1 | $768K | Sell |
13,706
-9,714
| -41% | -$544K | 0.27% | 44 |
|
|
2023
Q4 | $1.38M | Buy |
23,420
+1,546
| +7% | +$90.8K | 0.33% | 43 |
|
|
2023
Q3 | $1.1M | Buy |
21,874
+965
| +5% | +$48.4K | 0.29% | 49 |
|
|
2023
Q2 | $1.16M | Buy |
20,909
+747
| +4% | +$41.5K | 0.29% | 53 |
|
|
2023
Q1 | $1.12M | Buy |
20,162
+5,291
| +36% | +$294K | 0.29% | 57 |
|
|
2022
Q4 | $816K | Buy |
14,871
+340
| +2% | +$18.7K | 0.33% | 53 |
|
|
2022
Q3 | $780K | Buy |
+14,531
| New | +$780K | 0.35% | 51 |
|