iShares S&P 500 Growth Index shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $5.9M | 86k | 68.42 |
| 2023-06-30 | $6.0M | 86k | 70.48 |
| 2023-03-31 | $5.5M | 86k | 63.89 |
| 2022-12-31 | $5.0M | 86k | 58.50 |
| 2022-09-30 | $1.1M | 19k | 57.86 |
| 2022-06-30 | $926k | 15k | 60.33 |
| 2022-03-31 | $365k | 4.8k | 76.38 |
| 2021-12-31 | $336k | 4.0k | 83.62 |
| 2021-06-30 | $282k | 3.9k | 72.61 |
| 2021-03-31 | $253k | 3.9k | 65.22 |
| 2020-12-31 | $260k | 4.1k | 63.71 |
| 2020-09-30 | $243k | 1.1k | 231.21 |
| 2020-06-30 | $268k | 1.3k | 207.75 |
| 2020-03-31 | $223k | 1.3k | 165.43 |