Ownership history in Burt Wealth Advisors · 28 quarters on record
This page tracks every 13F SEC filing in which Burt Wealth Advisors reported a position in ISHARES TR (IXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 53,284 | -562 | -1.0% | 1.08% | $4.4M | $81.06 |
| 2025 Q2 | ADDED | 53,846 | +2,110 | +4.1% | 0.95% | $4.2M | $75.88 |
| 2025 Q1 | ADDED | 51,736 | +395 | +0.8% | 0.90% | $3.6M | $67.48 |
| 2024 Q4 | UNCHANGED | 51,341 | — | 0% | 0.86% | $3.4M | $63.93 |
| 2024 Q3 | REDUCED | 51,341 | -412 | -0.8% | 0.92% | $3.7M | $69.00 |
| 2024 Q2 | REDUCED | 51,753 | -7,382 | -12.5% | 0.92% | $3.5M | $64.18 |
| 2024 Q1 | ADDED | 59,135 | +6,829 | +13.1% | 1.02% | $4.0M | $63.52 |
| 2023 Q4 | ADDED | 52,306 | +4,704 | +9.9% | 0.97% | $3.4M | $60.77 |
| 2023 Q3 | UNCHANGED | 47,602 | — | 0% | 0.88% | $2.9M | $55.24 |
| 2023 Q2 | UNCHANGED | 47,602 | — | 0% | 0.90% | $3.0M | $57.66 |
As of 2025 Q4 — sorted by position size