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iShares S&P SmallCap 600 Index shares owned by J.W. Burns & Company

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by J.W. Burns & Company from 13F filings

Historical chart of J.W. Burns & Company investment in iShares S&P SmallCap 600 Index

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All positions including iShares S&P SmallCap 600 Index held by J.W. Burns & Company 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 J.W. Burns & Company

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.5M 56k 115.22
2024-09-30 $5.5M 47k 116.96
2024-06-30 $4.3M 40k 106.66
2024-03-31 $3.0M 27k 110.52
2023-12-31 $2.4M 22k 108.25
2023-09-30 $1.4M 15k 94.33
2023-06-30 $1.1M 11k 99.61
2023-03-31 $905k 9.4k 96.67
2022-12-31 $435k 4.6k 94.57
2019-12-31 $6.8M 81k 83.85
2019-09-30 $6.3M 81k 77.84
2019-06-30 $6.4M 82k 78.28
2019-03-31 $6.1M 80k 77.16
2018-12-31 $5.5M 80k 69.32
2018-09-30 $7.3M 84k 87.24
2018-06-30 $7.0M 84k 83.46
2018-03-31 $6.4M 83k 77.01
2017-12-31 $6.3M 83k 76.81
2017-09-30 $6.1M 82k 74.22
2017-06-30 $5.7M 82k 70.11
2017-03-31 $5.9M 85k 69.16
2016-12-31 $5.6M 41k 137.52
2016-09-30 $1.6M 13k 124.17
2016-06-30 $941k 8.1k 116.17
2016-03-31 $896k 8.0k 112.56
2015-12-31 $834k 7.6k 110.06
2015-09-30 $572k 5.4k 106.62
2013-12-31 $12M 110k 109.13
2013-09-30 $11M 112k 99.80
2013-06-30 $9.9M 110k 90.31
2013-03-31 $9.6M 111k 87.06
2012-12-31 $8.4M 108k 78.10
2012-09-30 $8.1M 106k 77.07
2012-06-30 $7.9M 108k 73.27
2012-03-31 $8.2M 107k 76.31
2011-12-31 $7.2M 106k 68.30
2011-09-30 $6.3M 108k 58.54
2011-06-30 $8.6M 117k 73.32
2011-03-31 $8.7M 119k 73.56
2010-12-31 $8.4M 122k 68.47
2010-09-30 $7.0M 119k 59.09

More positions owned by J.W. Burns & Company

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Visa Stock (V)
Amazon Stock (AMZN)
Alphabet Class C Stock (GOOG)
Nasdaq 100 Etf Etf (QQQ)
Berkshire Hathaway B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Nvidia Corporation Stock (NVDA)
Pepsico Stock (PEP)
Vanguard Total Stock Market Etf Etf (VTI)
Netflix Stock (NFLX)
Mcdonalds Corp Stock (MCD)

View all positions for J.W. Burns & Company

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index