iShares S&P SmallCap 600 Growth shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $699k | 5.2k | 135.37 |
| 2024-09-30 | $1.0M | 7.5k | 139.49 |
| 2024-06-30 | $1.4M | 11k | 128.43 |
| 2024-03-31 | $829k | 6.3k | 130.74 |
| 2023-09-30 | $635k | 5.8k | 109.67 |
| 2023-06-30 | $412k | 3.6k | 114.92 |
| 2023-03-31 | $461k | 4.2k | 109.95 |
| 2022-12-31 | $477k | 4.4k | 108.07 |
| 2022-09-30 | $602k | 5.9k | 101.65 |
| 2022-06-30 | $464k | 4.4k | 105.29 |
| 2022-03-31 | $733k | 5.9k | 125.15 |
| 2013-03-31 | $31k | 334 | 92.81 |
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