James J. Burns & Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
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|
2025
Q1 | $6.09M | Sell |
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|
2024
Q4 | $6.28M | Sell |
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|
2024
Q3 | $6.46M | Sell |
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|
2024
Q2 | $5.92M | Buy |
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|
2024
Q1 | $4.57M | Sell |
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|
2023
Q4 | $5.74M | Buy |
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|
2023
Q3 | $5.07M | Sell |
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|
2023
Q2 | $5.41M | Sell |
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|
2023
Q1 | $5.29M | Buy |
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|
2022
Q4 | $4.27M | Sell |
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|
2022
Q3 | $3.91M | Buy |
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