JJBC
James J. Burns & Company’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.84M | Buy |
88,483
+8,460
| +11% | +$654K | 1.12% | 19 |
|
2025
Q1 | $5.59M | Buy |
80,023
+732
| +0.9% | +$51.1K | 1% | 21 |
|
2024
Q4 | $5.25M | Buy |
79,291
+1,835
| +2% | +$121K | 0.91% | 22 |
|
2024
Q3 | $5.63M | Buy |
77,456
+780
| +1% | +$56.7K | 1.02% | 21 |
|
2024
Q2 | $5.18M | Buy |
76,676
+32,257
| +73% | +$2.18M | 1.02% | 21 |
|
2024
Q1 | $3M | Sell |
44,419
-26,933
| -38% | -$1.82M | 1.05% | 19 |
|
2023
Q4 | $4.63M | Sell |
71,352
-1,322
| -2% | -$85.8K | 1.1% | 19 |
|
2023
Q3 | $4.36M | Buy |
72,674
+1,077
| +2% | +$64.6K | 1.17% | 20 |
|
2023
Q2 | $4.48M | Sell |
71,597
-17,344
| -20% | -$1.09M | 1.14% | 22 |
|
2023
Q1 | $5.51M | Buy |
88,941
+36,804
| +71% | +$2.28M | 1.42% | 16 |
|
2022
Q4 | $3.02M | Buy |
52,137
+2,005
| +4% | +$116K | 1.23% | 21 |
|
2022
Q3 | $2.55M | Buy |
+50,132
| New | +$2.55M | 1.13% | 20 |
|