iShares S&P SmallCap 600 Index shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 1.8k | 118.83 |
| 2023-09-30 | $482k | 5.1k | 94.33 |
| 2023-06-30 | $509k | 5.1k | 99.65 |
| 2022-03-31 | $1.0M | 9.3k | 107.88 |
| 2020-12-31 | $22k | 244 | 90.16 |
| 2020-09-30 | $17k | 244 | 69.67 |
| 2020-06-30 | $42k | 621 | 67.63 |
| 2020-03-31 | $35k | 632 | 55.38 |
| 2019-12-31 | $53k | 632 | 83.86 |
| 2019-09-30 | $49k | 632 | 77.53 |
| 2019-06-30 | $49k | 621 | 78.90 |
| 2019-03-31 | $48k | 621 | 77.29 |
| 2018-12-31 | $43k | 621 | 69.24 |
| 2018-09-30 | $85k | 974 | 87.27 |
| 2018-06-30 | $81k | 974 | 83.16 |
| 2018-03-31 | $75k | 974 | 77.00 |
| 2017-12-31 | $75k | 974 | 77.00 |
| 2017-09-30 | $72k | 974 | 73.92 |
| 2017-06-30 | $68k | 974 | 69.82 |
| 2017-03-31 | $67k | 974 | 68.79 |
| 2016-12-31 | $67k | 487 | 137.58 |
| 2016-09-30 | $70k | 564 | 124.11 |
| 2016-06-30 | $65k | 564 | 115.25 |
| 2016-03-31 | $41k | 564 | 72.70 |
| 2015-12-31 | $62k | 564 | 109.93 |
| 2015-09-30 | $66k | 564 | 117.02 |
| 2015-06-30 | $66k | 564 | 117.02 |
| 2015-03-31 | $67k | 564 | 118.03 |
| 2014-12-31 | $64k | 564 | 113.48 |
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