iShares S&P 500 Index shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $31M | 73k | 429.43 |
| 2023-06-30 | $31M | 69k | 445.71 |
| 2023-03-31 | $28M | 68k | 411.08 |
| 2022-12-31 | $27M | 69k | 384.21 |
| 2022-09-30 | $18M | 51k | 358.66 |
| 2022-06-30 | $19M | 49k | 379.14 |
| 2022-03-31 | $23M | 50k | 453.70 |
| 2021-12-31 | $22M | 46k | 476.99 |
| 2021-06-30 | $17M | 40k | 429.92 |
| 2021-03-31 | $15M | 38k | 397.83 |
| 2020-12-31 | $14M | 37k | 375.39 |
| 2020-09-30 | $24M | 70k | 336.05 |
| 2020-06-30 | $12M | 39k | 309.70 |
| 2020-03-31 | $1.6M | 6.3k | 258.39 |
| 2019-12-31 | $1.7M | 5.1k | 323.21 |
| 2019-09-30 | $1.4M | 4.8k | 298.50 |
| 2019-06-30 | $1.3M | 4.5k | 294.64 |
| 2019-03-31 | $1.3M | 4.6k | 284.56 |
| 2018-12-31 | $1.2M | 4.8k | 251.63 |
| 2018-09-30 | $1.4M | 4.7k | 292.69 |
| 2018-06-30 | $1.2M | 4.4k | 273.12 |
| 2018-03-31 | $1.3M | 4.7k | 265.31 |
| 2017-12-31 | $1.3M | 4.7k | 268.84 |
| 2017-09-30 | $828k | 3.3k | 252.82 |
| 2017-06-30 | $719k | 3.0k | 243.56 |
| 2017-03-31 | $903k | 3.8k | 235.03 |
| 2016-12-31 | $912k | 4.1k | 225.02 |
| 2016-09-30 | $866k | 4.1k | 213.67 |
| 2016-06-30 | $808k | 3.8k | 210.53 |
| 2016-03-31 | $799k | 3.9k | 206.57 |
| 2015-12-31 | $743k | 3.8k | 193.09 |
| 2015-09-30 | $627k | 3.3k | 192.80 |
| 2015-06-30 | $688k | 3.3k | 211.56 |
| 2015-03-31 | $689k | 3.3k | 211.87 |
| 2014-12-31 | $702k | 3.4k | 205.74 |
| 2014-09-30 | $677k | 3.4k | 198.42 |
| 2014-06-30 | $703k | 3.5k | 198.36 |
| 2014-03-31 | $664k | 3.5k | 187.36 |
| 2013-12-31 | $657k | 3.5k | 185.38 |
| 2013-09-30 | $641k | 3.6k | 177.17 |
| 2013-06-30 | $617k | 3.6k | 170.54 |
| 2013-03-31 | $580k | 3.6k | 160.31 |