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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
2025-09-30 $32M 286k 110.59
2025-06-30 $29M 290k 99.49
2025-03-31 $29M 296k 97.48
2024-12-31 $33M 300k 108.61
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)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Dimensional Etf Trust Us Small Cap Val (DFSV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Broadcom (AVGO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Meta Platforms Cl A (META)

View all positions for Burns Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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