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iShares Dow Jones US Medical Dev. shares owned by Burns Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in iShares Dow Jones US Medical Dev.

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All positions including iShares Dow Jones US Medical Dev. held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Medical Dev. by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $589k 12k 48.50
2023-06-30 $804k 14k 56.46
2023-03-31 $5.7M 106k 53.98
2022-12-31 $6.0M 115k 52.57
2022-09-30 $5.6M 119k 47.18
2022-06-30 $5.9M 117k 50.44
2022-03-31 $7.3M 120k 60.96
2021-12-31 $8.0M 121k 65.85
2021-06-30 $7.4M 20k 361.07
2021-03-31 $6.6M 20k 330.35
2020-12-31 $6.1M 19k 327.32
2020-09-30 $4.8M 16k 299.60
2020-06-30 $4.0M 15k 264.74
2020-03-31 $3.3M 15k 225.35
2019-12-31 $3.8M 15k 264.33
2019-09-30 $3.6M 15k 247.27
2019-06-30 $3.6M 15k 240.75
2019-03-31 $3.6M 15k 231.54
2018-12-31 $3.2M 16k 199.84
2018-09-30 $3.8M 17k 227.50
2018-06-30 $3.7M 18k 200.66
2018-03-31 $3.6M 20k 184.99
2017-12-31 $3.8M 22k 173.52
2017-09-30 $3.7M 22k 167.02
2017-06-30 $3.6M 22k 166.61
2017-03-31 $3.4M 22k 151.50
2016-12-31 $2.8M 21k 133.17
2016-09-30 $2.8M 21k 134.87
2016-06-30 $2.8M 21k 135.55
2016-03-31 $2.5M 20k 122.50
2015-12-31 $2.4M 21k 114.64
2015-09-30 $2.3M 21k 111.31
2015-06-30 $2.6M 21k 125.24
2015-03-31 $2.6M 21k 120.95
2014-12-31 $2.4M 21k 115.45
2014-09-30 $1.8M 18k 99.42
2014-06-30 $1.8M 18k 102.22
2014-03-31 $1.8M 18k 95.99
2013-12-31 $1.7M 18k 96.21
2013-09-30 $1.6M 18k 89.40
2013-06-30 $1.5M 18k 83.81
2013-03-31 $1.4M 18k 75.66

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Activision Blizzard
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)

View all positions for Burns Wealth Management

Top funds holding iShares Dow Jones US Medical Dev.

Meitav Dash Investments
Bank of America Corporation
Fisher Investments
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Jpmorgan Chase & Co
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
J Arnold Wealth Management
Goldman Sachs Group
Advisor Group Holdings
Mivtachim The Workers Social Insurance Fund
Raymond James & Associates
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Medical Dev.