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iShares S&P Global Healthcare Sect. shares owned by Burns Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Healthcare Sect. (IXJ) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in iShares S&P Global Healthcare Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Healthcare Sect. 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 Global Healthcare Sect. by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $245k 2.9k 85.97
2024-09-30 $334k 3.4k 98.16
2024-06-30 $363k 3.9k 92.84
2024-03-31 $472k 5.1k 93.15
2023-09-30 $447k 5.4k 82.42
2023-06-30 $518k 6.1k 84.99
2023-03-31 $580k 7.0k 83.36
2022-12-31 $638k 7.5k 84.89
2022-09-30 $563k 7.5k 75.30
2022-06-30 $846k 10k 81.10
2022-03-31 $946k 11k 87.59
2021-12-31 $979k 11k 90.33
2021-06-30 $967k 12k 83.08
2021-03-31 $5.8M 75k 77.07
2020-12-31 $4.9M 65k 76.45
2020-09-30 $4.0M 55k 71.83
2020-06-30 $3.5M 50k 68.78
2020-03-31 $4.0M 65k 60.94
2019-12-31 $4.9M 71k 68.75
2019-09-30 $4.4M 72k 61.09
2019-06-30 $4.5M 73k 61.71
2019-03-31 $4.6M 75k 61.10
2018-12-31 $4.2M 74k 56.65
2018-09-30 $4.6M 73k 62.98
2018-06-30 $4.1M 73k 56.44
2018-03-31 $4.1M 37k 111.33
2017-12-31 $4.4M 39k 112.53
2017-09-30 $4.4M 40k 112.47
2017-06-30 $4.3M 39k 109.36
2017-03-31 $4.0M 39k 101.84
2016-12-31 $4.9M 51k 94.83
2016-09-30 $2.5M 26k 93.87
2016-06-30 $2.4M 24k 101.01
2016-03-31 $2.1M 21k 96.30
2015-12-31 $2.0M 21k 96.15
2015-09-30 $2.1M 21k 98.46
2015-06-30 $2.4M 21k 112.93
2015-03-31 $2.4M 21k 110.17
2014-12-31 $2.0M 20k 102.04
2014-09-30 $1.7M 18k 97.67
2014-06-30 $1.5M 16k 94.89
2014-03-31 $1.4M 16k 88.53
2013-12-31 $1.4M 16k 88.77
2013-09-30 $1.4M 17k 82.71
2013-06-30 $1.3M 16k 79.38
2013-03-31 $1.3M 17k 76.49

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding iShares S&P Global Healthcare Sect.

BlackRock
Fisher Investments
Bank of America Corporation
Richard Bernstein Advisors
Phoenix Holdings
Jpmorgan Chase & Co
Morgan Stanley
Federation des caisses Desjardins du Quebec
UBS Group
Jane Street
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
LPL Financial

View all funds holding iShares S&P Global Healthcare Sect.