iShares S&P 500 Index shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 315 | 669.30 |
| 2020-12-31 | $10k | 26 | 384.62 |
| 2020-09-30 | $4.0k | 11 | 363.64 |
| 2020-06-30 | $3.0k | 11 | 272.73 |
| 2020-03-31 | $3.0k | 11 | 272.73 |
| 2019-12-31 | $4.0k | 11 | 363.64 |
| 2019-09-30 | $3.0k | 11 | 272.73 |
| 2019-06-30 | $3.0k | 11 | 272.73 |
| 2019-03-31 | $3.0k | 11 | 272.73 |
| 2018-12-31 | $3.0k | 11 | 272.73 |
| 2018-09-30 | $3.0k | 11 | 272.73 |
| 2018-06-30 | $3.0k | 11 | 272.73 |
| 2018-03-31 | $3.0k | 11 | 272.73 |
| 2017-12-31 | $3.0k | 11 | 272.73 |
| 2017-09-30 | $3.0k | 11 | 272.73 |
| 2017-06-30 | $2.0k | 11 | 181.82 |
| 2017-03-31 | $3.0k | 11 | 272.73 |
| 2016-12-31 | $2.0k | 11 | 181.82 |
| 2016-09-30 | $2.0k | 11 | 181.82 |
| 2016-06-30 | $2.0k | 11 | 181.82 |
| 2016-03-31 | $2.0k | 11 | 181.82 |
| 2015-12-31 | $2.0k | 11 | 181.82 |
| 2015-09-30 | $2.0k | 11 | 181.82 |
| 2015-06-30 | $2.0k | 11 | 181.82 |
| 2015-03-31 | $2.3k | 11 | 207.82 |
| 2014-12-31 | $2.0k | 11 | 181.82 |