Burkett Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3K | Buy |
504
+2
| +0.4% | +$247 | 0.02% | 86 |
|
|
2025
Q1 | $60.1K | Buy |
502
+2
| +0.4% | +$240 | 0.02% | 82 |
|
|
2024
Q4 | $62.5K | Buy |
500
+2
| +0.4% | +$250 | 0.03% | 78 |
|
|
2024
Q3 | $61.5K | Buy |
498
+3
| +0.6% | +$371 | 0.03% | 76 |
|
|
2024
Q2 | $56.1K | Buy |
495
+2
| +0.4% | +$227 | 0.03% | 73 |
|
|
2024
Q1 | $58.3K | Buy |
493
+2
| +0.4% | +$236 | 0.03% | 76 |
|
|
2023
Q4 | $56K | Buy |
+491
| New | +$56K | 0.03% | 81 |
|