JJBC
James J. Burns & Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
10,270
-28
| -0.3% | -$3.88K | 0.23% | 55 |
|
|
2025
Q1 | $1.21M | Sell |
10,298
-106
| -1% | -$12.5K | 0.22% | 57 |
|
|
2024
Q4 | $1.32M | Sell |
10,404
-387
| -4% | -$49K | 0.23% | 55 |
|
|
2024
Q3 | $1.27M | Sell |
10,791
-314
| -3% | -$36.8K | 0.23% | 55 |
|
|
2024
Q2 | $1.23M | Buy |
11,105
+2,936
| +36% | +$324K | 0.24% | 55 |
|
|
2024
Q1 | $915K | Sell |
8,169
-3,094
| -27% | -$347K | 0.32% | 41 |
|
|
2023
Q4 | $1.18M | Buy |
11,263
+2
| +0% | +$209 | 0.28% | 50 |
|
|
2023
Q3 | $1.03M | Sell |
11,261
-50
| -0.4% | -$4.57K | 0.28% | 51 |
|
|
2023
Q2 | $1.09M | Sell |
11,311
-87
| -0.8% | -$8.4K | 0.28% | 56 |
|
|
2023
Q1 | $1.04M | Buy |
11,398
+1,306
| +13% | +$119K | 0.27% | 60 |
|
|
2022
Q4 | $844K | Sell |
10,092
-2
| -0% | -$167 | 0.34% | 52 |
|
|
2022
Q3 | $792K | Buy |
+10,094
| New | +$792K | 0.35% | 50 |
|