JJBC
James J. Burns & Company’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
1,656
-4
| -0.2% | -$777 | 0.05% | 117 |
|
|
2025
Q1 | $312K | Sell |
1,660
-88
| -5% | -$16.6K | 0.06% | 110 |
|
|
2024
Q4 | $324K | Hold |
1,748
| – | – | 0.06% | 106 |
|
|
2024
Q3 | $331K | Hold |
1,748
| – | – | 0.06% | 100 |
|
|
2024
Q2 | $305K | Buy |
+1,748
| New | +$305K | 0.06% | 98 |
|
|
2024
Q1 | – | Sell |
-2,342
| Closed | -$387K | – | 101 |
|
|
2023
Q4 | $387K | Hold |
2,342
| – | – | 0.09% | 82 |
|
|
2023
Q3 | $356K | Sell |
2,342
-593
| -20% | -$90.1K | 0.1% | 75 |
|
|
2023
Q2 | $463K | Sell |
2,935
-2
| -0.1% | -$316 | 0.12% | 69 |
|
|
2023
Q1 | $447K | Buy |
+2,937
| New | +$447K | 0.12% | 78 |
|