iShares S&P 500 Value Index shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 38k | 206.51 |
| 2025-06-30 | $7.5M | 39k | 195.42 |
| 2025-03-31 | $7.4M | 39k | 190.58 |
| 2024-12-31 | $7.4M | 39k | 190.88 |
| 2024-09-30 | $7.7M | 39k | 197.17 |
| 2024-06-30 | $7.2M | 40k | 182.01 |
| 2024-03-31 | $7.4M | 40k | 186.81 |
| 2023-09-30 | $6.3M | 41k | 153.84 |
| 2023-06-30 | $6.6M | 41k | 161.19 |
| 2023-03-31 | $6.2M | 41k | 151.76 |
| 2022-12-31 | $5.9M | 41k | 145.07 |
| 2022-09-30 | $5.4M | 42k | 128.52 |
| 2022-06-30 | $5.8M | 42k | 137.47 |
| 2022-03-31 | $6.6M | 42k | 155.73 |
| 2021-12-31 | $6.6M | 42k | 156.64 |
| 2021-06-30 | $6.1M | 41k | 147.64 |
| 2021-03-31 | $6.1M | 43k | 141.24 |
| 2020-12-31 | $5.6M | 44k | 128.02 |
| 2020-09-30 | $5.2M | 47k | 112.45 |
| 2020-06-30 | $5.6M | 51k | 108.21 |
| 2020-03-31 | $4.3M | 44k | 96.25 |
| 2019-12-31 | $696k | 5.3k | 130.14 |
| 2019-09-30 | $636k | 5.3k | 119.21 |
| 2019-06-30 | $478k | 4.1k | 116.64 |
| 2019-03-31 | $463k | 4.1k | 112.82 |
| 2018-12-31 | $370k | 3.7k | 101.20 |