JJBC
James J. Burns & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
4,946
+9
| +0.2% | +$558 | 0.05% | 124 |
|
|
2025
Q1 | $288K | Buy |
4,937
+111
| +2% | +$6.48K | 0.05% | 118 |
|
|
2024
Q4 | $301K | Sell |
4,826
-175
| -3% | -$10.9K | 0.05% | 114 |
|
|
2024
Q3 | $312K | Sell |
5,001
-24
| -0.5% | -$1.5K | 0.06% | 105 |
|
|
2024
Q2 | $295K | Buy |
+5,025
| New | +$295K | 0.06% | 101 |
|
|
2024
Q1 | – | Sell |
-1,001
| Closed | -$278K | – | 98 |
|
|
2023
Q4 | $278K | Buy |
1,001
+1
| +0.1% | +$278 | 0.07% | 99 |
|
|
2023
Q3 | $249K | Sell |
1,000
-12
| -1% | -$2.99K | 0.07% | 91 |
|
|
2023
Q2 | $264K | Sell |
1,012
-45
| -4% | -$11.7K | 0.07% | 94 |
|
|
2023
Q1 | $264K | Buy |
+1,057
| New | +$264K | 0.07% | 99 |
|