JJBC
James J. Burns & Company’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
2,308
-1
| -0% | -$216 | 0.08% | 86 |
|
|
2025
Q1 | $460K | Sell |
2,309
-106
| -4% | -$21.1K | 0.08% | 88 |
|
|
2024
Q4 | $534K | Buy |
2,415
+19
| +0.8% | +$4.2K | 0.09% | 83 |
|
|
2024
Q3 | $529K | Sell |
2,396
-27
| -1% | -$5.96K | 0.1% | 77 |
|
|
2024
Q2 | $492K | Buy |
2,423
+904
| +60% | +$184K | 0.1% | 74 |
|
|
2024
Q1 | $311K | Sell |
1,519
-933
| -38% | -$191K | 0.11% | 67 |
|
|
2023
Q4 | $492K | Sell |
2,452
-427
| -15% | -$85.7K | 0.12% | 72 |
|
|
2023
Q3 | $509K | Buy |
2,879
+50
| +2% | +$8.84K | 0.14% | 64 |
|
|
2023
Q2 | $530K | Sell |
2,829
-254
| -8% | -$47.6K | 0.13% | 66 |
|
|
2023
Q1 | $550K | Buy |
3,083
+186
| +6% | +$33.2K | 0.14% | 73 |
|
|
2022
Q4 | $505K | Buy |
2,897
+12
| +0.4% | +$2.09K | 0.21% | 58 |
|
|
2022
Q3 | $476K | Buy |
+2,885
| New | +$476K | 0.21% | 57 |
|