iShares S&P 500 Growth Index shares owned by J.W. Burns & Company
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by J.W. Burns & Company
from 13F filings
Historical chart of J.W. Burns & Company investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by J.W. Burns & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by J.W. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $803k | 9.5k | 84.44 |
| 2023-12-31 | $714k | 9.5k | 75.10 |
| 2023-09-30 | $611k | 8.9k | 68.42 |
| 2023-06-30 | $659k | 9.3k | 70.50 |
| 2023-03-31 | $597k | 9.3k | 63.86 |
| 2022-12-31 | $571k | 9.8k | 58.55 |
| 2022-09-30 | $571k | 9.9k | 57.81 |
| 2022-06-30 | $596k | 9.9k | 60.34 |
| 2022-03-31 | $817k | 11k | 76.33 |
| 2021-12-31 | $898k | 11k | 83.71 |
| 2021-09-30 | $802k | 11k | 73.90 |
| 2021-06-30 | $789k | 11k | 72.70 |
| 2021-03-31 | $786k | 12k | 65.08 |
| 2020-12-31 | $804k | 13k | 63.85 |
| 2020-09-30 | $736k | 3.2k | 230.94 |
| 2020-06-30 | $674k | 3.2k | 207.58 |
| 2020-03-31 | $546k | 3.3k | 165.10 |
| 2019-12-31 | $647k | 3.3k | 193.60 |
| 2019-09-30 | $616k | 3.4k | 180.01 |
| 2019-06-30 | $621k | 3.5k | 179.38 |
| 2019-03-31 | $597k | 3.5k | 172.44 |
| 2018-12-31 | $537k | 3.6k | 150.76 |
| 2018-09-30 | $682k | 3.8k | 177.28 |
| 2018-06-30 | $630k | 3.9k | 162.71 |
| 2018-03-31 | $659k | 4.2k | 155.17 |
| 2017-12-31 | $649k | 4.2k | 152.81 |
| 2017-09-30 | $627k | 4.4k | 143.41 |
| 2017-06-30 | $688k | 5.0k | 136.86 |
| 2017-03-31 | $668k | 5.1k | 131.57 |
| 2016-12-31 | $627k | 5.2k | 121.70 |
| 2016-09-30 | $578k | 4.8k | 121.58 |
| 2016-06-30 | $578k | 5.0k | 116.67 |
| 2016-03-31 | $568k | 4.9k | 115.94 |
| 2015-12-31 | $572k | 4.9k | 115.72 |
| 2015-09-30 | $541k | 5.0k | 107.81 |
| 2015-06-30 | $611k | 5.4k | 113.84 |
| 2015-03-31 | $612k | 5.4k | 114.03 |
| 2014-12-31 | $599k | 5.4k | 111.61 |
| 2014-09-30 | $568k | 5.3k | 106.85 |
| 2014-06-30 | $562k | 5.3k | 105.22 |
| 2014-03-31 | $533k | 5.3k | 99.79 |
| 2013-12-31 | $530k | 5.4k | 98.79 |
| 2013-09-30 | $479k | 5.4k | 89.28 |
| 2013-06-30 | $454k | 5.4k | 83.92 |
| 2013-03-31 | $446k | 5.4k | 82.46 |
| 2012-12-31 | $410k | 5.4k | 75.80 |
| 2012-09-30 | $425k | 5.5k | 77.92 |
| 2012-06-30 | $403k | 5.5k | 73.50 |
| 2012-03-31 | $442k | 5.9k | 75.35 |
| 2011-12-31 | $396k | 5.9k | 67.36 |
| 2011-09-30 | $361k | 5.9k | 61.25 |
| 2011-06-30 | $438k | 6.3k | 69.53 |
| 2011-03-31 | $472k | 6.9k | 68.76 |
| 2010-12-31 | $467k | 7.1k | 65.65 |
| 2010-09-30 | $504k | 8.5k | 59.41 |
More positions owned by J.W. Burns & Company
Visa Stock (V)
View all positions for J.W. Burns & Company