JJBC
James J. Burns & Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
49,516
+1,203
| +2% | +$159K | 1.07% | 21 |
|
|
2025
Q1 | $6.09M | Sell |
48,313
-275
| -0.6% | -$34.6K | 1.09% | 19 |
|
|
2024
Q4 | $6.28M | Sell |
48,588
-241
| -0.5% | -$31.2K | 1.09% | 19 |
|
|
2024
Q3 | $6.46M | Sell |
48,829
-205
| -0.4% | -$27.1K | 1.17% | 18 |
|
|
2024
Q2 | $5.92M | Buy |
49,034
+11,960
| +32% | +$1.44M | 1.16% | 18 |
|
|
2024
Q1 | $4.57M | Sell |
37,074
-12,288
| -25% | -$1.51M | 1.6% | 13 |
|
|
2023
Q4 | $5.74M | Buy |
49,362
+795
| +2% | +$92.5K | 1.37% | 15 |
|
|
2023
Q3 | $5.07M | Sell |
48,567
-716
| -1% | -$74.7K | 1.36% | 16 |
|
|
2023
Q2 | $5.41M | Sell |
49,283
-502
| -1% | -$55.1K | 1.37% | 16 |
|
|
2023
Q1 | $5.29M | Buy |
49,785
+9,290
| +23% | +$987K | 1.36% | 19 |
|
|
2022
Q4 | $4.27M | Sell |
40,495
-248
| -0.6% | -$26.1K | 1.74% | 13 |
|
|
2022
Q3 | $3.91M | Buy |
+40,743
| New | +$3.91M | 1.74% | 13 |
|