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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Burkett Financial Services held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 472 shares worth $55.5K. The position accounts for 0.02% of the portfolio, ranked #91.

Burkett Financial Services first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Burkett Financial Services held 472 shares of iShares S&P Mid-Cap 400 Growth ETF worth $55.5K as of Q2 2026.
Burkett Financial Services left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #91 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 11 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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