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iShares Russell 2000 Value Index shares owned by Burns Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 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 Russell 2000 Value Index by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.0M 7.7k 135.56
2023-06-30 $1.1M 7.7k 140.81
2023-03-31 $1.0M 7.6k 137.02
2022-12-31 $1.1M 7.6k 138.66
2022-09-30 $982k 7.6k 128.92
2022-06-30 $1.0M 7.6k 136.16
2022-03-31 $1.2M 7.7k 161.42
2021-12-31 $1.3M 7.7k 166.08
2021-06-30 $1.4M 8.7k 165.78
2021-03-31 $1.4M 9.0k 159.48
2020-12-31 $1.2M 9.3k 131.79
2020-09-30 $934k 9.4k 99.34
2020-06-30 $910k 9.3k 97.43
2020-03-31 $879k 11k 82.05
2019-12-31 $4.3M 33k 128.57
2019-09-30 $3.9M 33k 119.40
2019-06-30 $4.3M 36k 120.50
2019-03-31 $4.3M 36k 119.91
2018-12-31 $3.5M 32k 107.54
2018-09-30 $1.3M 10k 132.96
2018-06-30 $1.3M 10k 131.88
2018-03-31 $1.2M 10k 121.90
2017-12-31 $1.3M 11k 125.75
2017-09-30 $1.3M 10k 124.09
2017-06-30 $1.2M 10k 118.85
2017-03-31 $1.2M 10k 116.28
2016-12-31 $1.3M 11k 118.92
2016-09-30 $1.1M 11k 101.45
2016-06-30 $1.1M 11k 97.30
2016-03-31 $1.1M 12k 93.20
2015-12-31 $1.0M 12k 85.67
2015-09-30 $1.1M 12k 90.13
2015-06-30 $1.9M 19k 99.05
2015-03-31 $2.0M 19k 104.33
2014-12-31 $1.9M 19k 99.31
2014-09-30 $1.7M 18k 93.54
2014-06-30 $1.8M 18k 101.58
2014-03-31 $1.8M 18k 98.44
2013-12-31 $1.8M 18k 100.04
2013-09-30 $1.7M 18k 94.92
2013-06-30 $1.7M 18k 91.01
2013-03-31 $1.5M 18k 83.82

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Activision Blizzard
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)

View all positions for Burns Wealth Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index