iShares S&P MidCap 400 Index shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.3M | 118k | 62.31 |
| 2024-09-30 | $7.4M | 118k | 62.32 |
| 2024-06-30 | $7.4M | 127k | 58.52 |
| 2024-03-31 | $8.1M | 133k | 60.74 |
| 2023-09-30 | $7.0M | 28k | 249.35 |
| 2023-06-30 | $7.7M | 30k | 261.48 |
| 2023-03-31 | $7.5M | 30k | 250.16 |
| 2022-12-31 | $7.3M | 30k | 241.89 |
| 2022-09-30 | $7.0M | 32k | 219.27 |
| 2022-06-30 | $7.4M | 33k | 226.24 |
| 2022-03-31 | $8.1M | 30k | 268.34 |
| 2021-12-31 | $8.1M | 29k | 283.09 |
| 2021-06-30 | $8.2M | 31k | 268.72 |
| 2021-03-31 | $7.9M | 31k | 260.27 |
| 2020-12-31 | $7.0M | 30k | 229.84 |
| 2020-09-30 | $5.7M | 31k | 185.32 |
| 2020-06-30 | $5.2M | 29k | 177.82 |
| 2020-03-31 | $3.5M | 24k | 143.87 |
| 2019-12-31 | $3.6M | 18k | 205.79 |
| 2019-09-30 | $3.4M | 18k | 193.23 |
| 2019-06-30 | $3.3M | 17k | 194.24 |
| 2019-03-31 | $3.2M | 17k | 189.38 |
| 2018-12-31 | $2.8M | 17k | 166.06 |
| 2018-09-30 | $1.0M | 5.1k | 201.26 |
| 2018-06-30 | $1.0M | 5.1k | 194.86 |
| 2018-03-31 | $992k | 5.3k | 187.59 |
| 2017-12-31 | $1.0M | 5.3k | 189.70 |
| 2017-09-30 | $460k | 2.6k | 178.99 |
| 2017-06-30 | $429k | 2.5k | 173.82 |
| 2017-03-31 | $1.0M | 5.9k | 169.82 |
| 2016-12-31 | $994k | 6.0k | 165.31 |
| 2016-09-30 | $895k | 5.9k | 150.55 |
| 2016-06-30 | $1.1M | 7.6k | 149.35 |
| 2016-03-31 | $801k | 5.6k | 144.25 |
| 2015-12-31 | $745k | 5.7k | 129.97 |
| 2015-09-30 | $801k | 5.9k | 136.62 |
| 2015-06-30 | $890k | 6.0k | 148.78 |
| 2015-03-31 | $915k | 6.0k | 152.96 |
| 2014-12-31 | $856k | 6.0k | 143.67 |
| 2014-09-30 | $815k | 6.0k | 136.79 |
| 2014-06-30 | $857k | 6.0k | 142.03 |
| 2014-03-31 | $671k | 5.0k | 134.44 |
| 2013-12-31 | $695k | 5.1k | 135.53 |
| 2013-09-30 | $688k | 5.3k | 128.91 |
| 2013-06-30 | $679k | 5.5k | 123.81 |
| 2013-03-31 | $642k | 5.6k | 115.68 |