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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$51.9K	Buy	473 +1	+0.2%	+$113	0.02%	149
2026 Q2	$55.5K	Hold	472	–	–	0.02%	91
2026 Q1	$47.5K	Buy	472 +1	+0.2%	+$103	0.02%	104
2025 Q4	$45.7K	Hold	471	–	–	0.02%	102
2025 Q3	$45.1K	Buy	471 +1	+0.2%	+$94	0.02%	99
2025 Q2	$42.8K	Buy	470 +1	+0.2%	+$86	0.02%	99
2025 Q1	$39.1K	Buy	469 +1	+0.2%	+$90	0.02%	106
2024 Q4	$42.6K	Buy	468 +1	+0.2%	+$94	0.02%	95
2024 Q3	$43K	Buy	467 +1	+0.2%	+$89	0.02%	85
2024 Q2	$41.1K	Buy	466 +1	+0.2%	+$88	0.02%	82
2024 Q1	$42.5K	Hold	465	–	–	0.02%	90
2023 Q4	$36.8K	Buy	+465	New	+$34.1K	0.02%	94

Other funds holding IJK

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

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

FCFC

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

IFA

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

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

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

WMWM

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

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

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

Burkett Financial Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.21% in Q3 2026, buying an estimated $113 and bringing the position to 473 shares worth $51.9K. The position accounts for 0.02% of the portfolio, ranked #149.

Burkett Financial Services first reported a position in IJK in Q4 2023 and has held it in 12 quarters since. The position peaked at $55.5K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Burkett Financial Services held 473 shares of iShares S&P Mid-Cap 400 Growth ETF worth $51.9K as of Q3 2026.
Burkett Financial Services bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q3 2026, an estimated $113.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #149 holding.
Burkett Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $55.5K in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

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