iShares Russell 1000 Index shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $261k | 831 | 314.50 |
| 2024-06-30 | $247k | 829 | 297.40 |
| 2024-03-31 | $227k | 789 | 287.90 |
| 2023-06-30 | $222k | 910 | 243.83 |