JJBC
James J. Burns & Company’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
77,867
+8,450
| +12% | +$573K | 0.86% | 24 |
|
|
2025
Q1 | $4.34M | Sell |
69,417
-2,017
| -3% | -$126K | 0.78% | 25 |
|
|
2024
Q4 | $4.86M | Sell |
71,434
-313
| -0.4% | -$21.3K | 0.84% | 23 |
|
|
2024
Q3 | $4.86M | Buy |
71,747
+2,132
| +3% | +$144K | 0.88% | 22 |
|
|
2024
Q2 | $4.36M | Buy |
69,615
+44,507
| +177% | +$2.79M | 0.86% | 24 |
|
|
2024
Q1 | $1.61M | Sell |
25,108
-40,053
| -61% | -$2.56M | 0.56% | 28 |
|
|
2023
Q4 | $4.01M | Buy |
65,161
+3,428
| +6% | +$211K | 0.96% | 23 |
|
|
2023
Q3 | $3.36M | Sell |
61,733
-67
| -0.1% | -$3.65K | 0.9% | 28 |
|
|
2023
Q2 | $3.55M | Buy |
61,800
+1,217
| +2% | +$70K | 0.9% | 29 |
|
|
2023
Q1 | $3.32M | Buy |
60,583
+44,656
| +280% | +$2.45M | 0.86% | 32 |
|
|
2022
Q4 | $846K | Buy |
15,927
+1,114
| +8% | +$59.2K | 0.35% | 51 |
|
|
2022
Q3 | $737K | Buy |
+14,813
| New | +$737K | 0.33% | 52 |
|