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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
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