JJBC
James J. Burns & Company’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
34,053
+19,759
| +138% | +$1.59M | 0.45% | 41 |
|
|
2025
Q1 | $1.02M | Buy |
14,294
+101
| +0.7% | +$7.22K | 0.18% | 61 |
|
|
2024
Q4 | $1.07M | Buy |
14,193
+545
| +4% | +$41.2K | 0.19% | 60 |
|
|
2024
Q3 | $996K | Sell |
13,648
-40
| -0.3% | -$2.92K | 0.18% | 59 |
|
|
2024
Q2 | $928K | Buy |
13,688
+4,986
| +57% | +$338K | 0.18% | 59 |
|
|
2024
Q1 | $605K | Sell |
8,702
-5,969
| -41% | -$415K | 0.21% | 50 |
|
|
2023
Q4 | $946K | Sell |
14,671
-4,011
| -21% | -$259K | 0.23% | 55 |
|
|
2023
Q3 | $1.07M | Sell |
18,682
-6,564
| -26% | -$375K | 0.29% | 50 |
|
|
2023
Q2 | $1.54M | Sell |
25,246
-22,669
| -47% | -$1.38M | 0.39% | 42 |
|
|
2023
Q1 | $2.76M | Buy |
47,915
+4,978
| +12% | +$287K | 0.71% | 34 |
|
|
2022
Q4 | $2.31M | Buy |
42,937
+76
| +0.2% | +$4.09K | 0.95% | 26 |
|
|
2022
Q3 | $2.16M | Buy |
+42,861
| New | +$2.16M | 0.96% | 22 |
|