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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 S&P SmallCap 600 Index by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 11k 116.96
2024-06-30 $946k 8.9k 106.66
2024-03-31 $935k 8.5k 110.52
2023-09-30 $782k 8.3k 94.33
2023-06-30 $872k 8.7k 99.65
2023-03-31 $567k 5.9k 96.69
2022-12-31 $554k 5.9k 94.64
2022-09-30 $582k 6.7k 87.11
2022-06-30 $619k 6.7k 92.40
2022-03-31 $670k 6.2k 107.89
2021-12-31 $602k 5.3k 114.41
2021-06-30 $1.9M 17k 112.99
2021-03-31 $509k 4.7k 108.44
2020-12-31 $537k 5.8k 91.83
2020-09-30 $433k 6.2k 70.22
2020-06-30 $439k 6.4k 68.22
2020-03-31 $469k 8.4k 56.07
2019-12-31 $814k 9.7k 83.87
2019-09-30 $642k 8.2k 77.89
2019-06-30 $766k 9.8k 78.31
2019-03-31 $760k 9.9k 77.13
2018-12-31 $685k 9.9k 69.29
2018-09-30 $758k 8.7k 87.29
2018-06-30 $751k 9.0k 83.48
2018-03-31 $678k 8.8k 76.98
2017-12-31 $682k 8.9k 76.78
2017-09-30 $711k 9.6k 74.21
2017-06-30 $656k 9.4k 70.10
2017-03-31 $637k 9.4k 68.07
2016-12-31 $643k 4.7k 137.42
2016-09-30 $554k 4.7k 118.76
2016-06-30 $512k 4.4k 116.23
2016-03-31 $296k 2.6k 112.46
2013-03-31 $5.0k 54 92.59

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Burns Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index