Burkett Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Burkett Financial Services’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$71K	Buy	515 +2	+0.4%	+$293	0.02%	108
2026 Q2	$75.8K	Buy	513 +2	+0.4%	+$283	0.02%	78
2026 Q1	$67.8K	Buy	511 +2	+0.4%	+$274	0.02%	83
2025 Q4	$67.1K	Buy	509 +2	+0.4%	+$260	0.02%	80
2025 Q3	$65.7K	Buy	507 +3	+0.6%	+$384	0.02%	87
2025 Q2	$62.3K	Buy	504 +2	+0.4%	+$235	0.02%	86
2025 Q1	$60.1K	Buy	502 +2	+0.4%	+$250	0.02%	82
2024 Q4	$62.5K	Buy	500 +2	+0.4%	+$255	0.03%	78
2024 Q3	$61.5K	Buy	498 +3	+0.6%	+$357	0.03%	76
2024 Q2	$56.1K	Buy	495 +2	+0.4%	+$228	0.03%	73
2024 Q1	$58.3K	Buy	493 +2	+0.4%	+$225	0.03%	76
2023 Q4	$56K	Buy	+491	New	+$50.5K	0.03%	81

Other funds holding IJJ

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Burkett Financial Services's IJJ Position: Q3 2026 in Review

Burkett Financial Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.39% in Q3 2026, buying an estimated $293 and bringing the position to 515 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #108.

Burkett Financial Services first reported a position in IJJ in Q4 2023 and has held it in 12 quarters since. The position peaked at $75.8K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Burkett Financial Services held 515 shares of iShares S&P Mid-Cap 400 Value ETF worth $71K as of Q3 2026.
Burkett Financial Services bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $293.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #108 holding.
Burkett Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $75.8K in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.