James J. Burns & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $427K | Sell |
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|
2025
Q2 | $462K | Sell |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $596K | Sell |
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|
2024
Q2 | $564K | Buy |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $591K | Buy |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $584K | Buy |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $293K | Buy |
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