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
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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 |
|---|---|---|---|
| 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 |
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