Burns Wealth Management »

iShares S&P SmallCap 600 Growth shares owned by Burns Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in iShares S&P SmallCap 600 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Growth held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $635k 5.8k 109.67
2023-06-30 $412k 3.6k 114.92
2023-03-31 $461k 4.2k 109.95
2022-12-31 $477k 4.4k 108.07
2022-09-30 $602k 5.9k 101.65
2022-06-30 $464k 4.4k 105.29
2022-03-31 $733k 5.9k 125.15
2013-03-31 $31k 334 92.81