Burkett Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
252,992
+14,467
| +6% | +$897K | 5.65% | 8 |
|
|
2025
Q1 | $13.9M | Buy |
238,525
+4,773
| +2% | +$279K | 5.67% | 8 |
|
|
2024
Q4 | $14.6M | Buy |
233,752
+150
| +0.1% | +$9.35K | 5.95% | 8 |
|
|
2024
Q3 | $14.6M | Buy |
233,602
+5,943
| +3% | +$370K | 6.02% | 8 |
|
|
2024
Q2 | $13.3M | Buy |
227,659
+394
| +0.2% | +$23.1K | 6.84% | 6 |
|
|
2024
Q1 | $13.8M | Buy |
227,265
+1,725
| +0.8% | +$105K | 7.12% | 6 |
|
|
2023
Q4 | $12.5M | Buy |
+225,540
| New | +$12.5M | 6.96% | 6 |
|