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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $33M 308k 107.66
2024-06-30 $32M 324k 97.27
2024-03-31 $36M 348k 102.76
2023-09-30 $28M 312k 89.22
2023-06-30 $30M 316k 95.09
2023-03-31 $30M 321k 93.59
2022-12-31 $30M 324k 91.31
2022-09-30 $28M 335k 82.45
2022-06-30 $30M 337k 89.03
2022-03-31 $32M 314k 102.39
2021-12-31 $32M 305k 104.49
2021-09-30 $267M 3.3M 80.46
2021-06-30 $33M 312k 105.43
2021-03-31 $32M 317k 100.74
2020-12-31 $26M 319k 81.31
2020-09-30 $21M 169k 122.42
2020-06-30 $20M 168k 120.37
2020-03-31 $16M 161k 99.94
2019-12-31 $1.0M 6.5k 160.79
2019-09-30 $934k 6.2k 150.14
2019-06-30 $818k 5.5k 148.65
2019-03-31 $822k 5.6k 147.58
2018-12-31 $663k 5.0k 131.91
2018-09-30 $849k 5.1k 166.99
2018-06-30 $824k 5.0k 163.33
2018-03-31 $736k 4.9k 150.91
2017-12-31 $743k 4.8k 153.58
2017-09-30 $721k 4.9k 148.38
2017-06-30 $616k 4.4k 139.87
2017-03-31 $591k 4.3k 136.33
2016-12-31 $606k 4.3k 139.95
2016-09-30 $520k 4.3k 120.09
2016-06-30 $504k 4.3k 116.86

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 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P SmallCap 600 Value Idx