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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
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 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 S&P Global Healthcare Sect.

Fisher Investments
Bank of America Corporation
Phoenix Holdings
Jpmorgan Chase & Co
Bank of New York Mellon
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Barclays
Nottingham Advisors
Money Design
Raymond James Financial Services Advisors
Commonwealth Equity Services
U.S. Capital Wealth Advisors
Advisor Group Holdings

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