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