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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$65.7K	Buy
2025 Q2	$62.3K	Buy
2025 Q1	$60.1K	Buy
2024 Q4	$62.5K	Buy
2024 Q3	$61.5K	Buy
2024 Q2	$56.1K	Buy
2024 Q1	$58.3K	Buy
2023 Q4	$56K	Buy