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 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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Burkett Financial Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.39% in Q2 2026, buying an estimated $283 and bringing the position to 513 shares worth $75.8K. The position accounts for 0.02% of the portfolio, ranked #78.

Burkett Financial Services first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Burkett Financial Services held 513 shares of iShares S&P Mid-Cap 400 Value ETF worth $75.8K as of Q2 2026.
Burkett Financial Services bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $283.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #78 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 11 quarters since.
265 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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