JJBC
James J. Burns & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
5,019
-859
| -15% | -$79K | 0.08% | 90 |
|
|
2025
Q1 | $500K | Buy |
5,878
+44
| +0.8% | +$3.74K | 0.09% | 85 |
|
|
2024
Q4 | $516K | Sell |
5,834
-922
| -14% | -$81.5K | 0.09% | 85 |
|
|
2024
Q3 | $596K | Sell |
6,756
-196
| -3% | -$17.3K | 0.11% | 73 |
|
|
2024
Q2 | $564K | Buy |
6,952
+3,538
| +104% | +$287K | 0.11% | 70 |
|
|
2024
Q1 | $282K | Sell |
3,414
-4,184
| -55% | -$346K | 0.1% | 70 |
|
|
2023
Q4 | $591K | Buy |
7,598
+61
| +0.8% | +$4.75K | 0.14% | 68 |
|
|
2023
Q3 | $522K | Sell |
7,537
-793
| -10% | -$54.9K | 0.14% | 63 |
|
|
2023
Q2 | $608K | Sell |
8,330
-15
| -0.2% | -$1.1K | 0.15% | 64 |
|
|
2023
Q1 | $584K | Buy |
8,345
+3,631
| +77% | +$254K | 0.15% | 71 |
|
|
2022
Q4 | $318K | Hold |
4,714
| – | – | 0.13% | 66 |
|
|
2022
Q3 | $293K | Buy |
+4,714
| New | +$293K | 0.13% | 66 |
|