JJBC
James J. Burns & Company’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
4,537
-25
| -0.5% | -$8.49K | 0.25% | 50 |
|
|
2025
Q1 | $1.4M | Sell |
4,562
-798
| -15% | -$245K | 0.25% | 52 |
|
|
2024
Q4 | $1.73M | Sell |
5,360
-719
| -12% | -$232K | 0.3% | 47 |
|
|
2024
Q3 | $1.91M | Sell |
6,079
-560
| -8% | -$176K | 0.35% | 45 |
|
|
2024
Q2 | $1.98M | Buy |
6,639
+5,653
| +573% | +$1.68M | 0.39% | 42 |
|
|
2024
Q1 | $281K | Sell |
986
-5,933
| -86% | -$1.69M | 0.1% | 71 |
|
|
2023
Q4 | $1.81M | Sell |
6,919
-262
| -4% | -$68.7K | 0.43% | 36 |
|
|
2023
Q3 | $1.69M | Sell |
7,181
-1,064
| -13% | -$250K | 0.45% | 37 |
|
|
2023
Q2 | $2.01M | Sell |
8,245
-1,823
| -18% | -$444K | 0.51% | 35 |
|
|
2023
Q1 | $2.27M | Buy |
10,068
+4,069
| +68% | +$917K | 0.58% | 38 |
|
|
2022
Q4 | $1.26M | Sell |
5,999
-1,824
| -23% | -$384K | 0.52% | 38 |
|
|
2022
Q3 | $1.54M | Buy |
+7,823
| New | +$1.54M | 0.69% | 35 |
|