James J. Burns & Company’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
|
|||||
|
2025
Q1 | $1.4M | Sell |
|
|||||
|
2024
Q4 | $1.73M | Sell |
|
|||||
|
2024
Q3 | $1.91M | Sell |
|
|||||
|
2024
Q2 | $1.98M | Buy |
|
|||||
|
2024
Q1 | $281K | Sell |
|
|||||
|
2023
Q4 | $1.81M | Sell |
|
|||||
|
2023
Q3 | $1.69M | Sell |
|
|||||
|
2023
Q2 | $2.01M | Sell |
|
|||||
|
2023
Q1 | $2.27M | Buy |
|
|||||
|
2022
Q4 | $1.26M | Sell |
|
|||||
|
2022
Q3 | $1.54M | Buy |
|