James J. Burns & Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $519K | Sell |
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|
2025
Q2 | $498K | Sell |
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|
2025
Q1 | $460K | Sell |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $550K | Buy |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $476K | Buy |
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