BFS
IJH icon

Burkett Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Burkett Financial Services’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20M Buy
259,966
+963
+0.4% +$70.7K 6.27% 8
2026
Q1 		$17.5M Sell
259,003
-2,018
-0.8% -$140K 5.99% 8
2025
Q4 		$17.2M Buy
261,021
+4,798
+2% +$314K 5.88% 8
2025
Q3 		$16.7M Buy
256,223
+3,231
+1% +$208K 5.76% 8
2025
Q2 		$15.7M Buy
252,992
+14,467
+6% +$849K 5.65% 8
2025
Q1 		$13.9M Buy
238,525
+4,773
+2% +$296K 5.67% 8
2024
Q4 		$14.6M Buy
233,752
+150
+0.1% +$9.62K 5.95% 8
2024
Q3 		$14.6M Buy
233,602
+5,943
+3% +$358K 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% +$97.7K 7.12% 6
2023
Q4 		$12.5M Buy
+225,540
New +$11.4M 6.96% 6

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Burkett Financial Services's IJH Position: Q2 2026 in Review

Burkett Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.37% in Q2 2026, buying an estimated $70.7K and bringing the position to 259,966 shares worth $20M. The position accounts for 6.27% of the portfolio, ranked #8.

Burkett Financial Services first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 859 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Burkett Financial Services held 259,966 shares of iShares Core S&P Mid-Cap ETF worth $20M as of Q2 2026.
  • Burkett Financial Services bought 963 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $70.7K.
  • iShares Core S&P Mid-Cap ETF made up 6.27% of Burkett Financial Services's portfolio in Q2 2026, its #8 holding.
  • Burkett Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 859 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.