JJBC
James J. Burns & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3M | Sell |
7,055
-62
| -0.9% | -$26.3K | 0.49% | 38 |
|
2025
Q1 | $2.57M | Sell |
7,117
-668
| -9% | -$241K | 0.46% | 40 |
|
2024
Q4 | $3.13M | Sell |
7,785
-198
| -2% | -$79.5K | 0.54% | 38 |
|
2024
Q3 | $3M | Sell |
7,983
-199
| -2% | -$74.7K | 0.54% | 35 |
|
2024
Q2 | $2.98M | Buy |
8,182
+67
| +0.8% | +$24.4K | 0.59% | 34 |
|
2024
Q1 | $2.71M | Sell |
8,115
-451
| -5% | -$151K | 0.95% | 20 |
|
2023
Q4 | $2.6M | Sell |
8,566
-28
| -0.3% | -$8.49K | 0.62% | 31 |
|
2023
Q3 | $2.29M | Sell |
8,594
-221
| -3% | -$58.8K | 0.61% | 32 |
|
2023
Q2 | $2.43M | Sell |
8,815
-793
| -8% | -$218K | 0.62% | 33 |
|
2023
Q1 | $2.35M | Sell |
9,608
-866
| -8% | -$212K | 0.61% | 37 |
|
2022
Q4 | $2.24M | Buy |
10,474
+402
| +4% | +$86.1K | 0.92% | 29 |
|
2022
Q3 | $2.12M | Buy |
+10,072
| New | +$2.12M | 0.94% | 25 |
|