iShares S&P MidCap 400 Index shares owned by Burkett Financial Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Burkett Financial Services
from 13F filings
Historical chart of Burkett Financial Services investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Index by Burkett Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 256k | 65.26 |
| 2025-06-30 | $16M | 253k | 62.02 |
| 2025-03-31 | $14M | 239k | 58.35 |
| 2024-12-31 | $15M | 234k | 62.31 |
| 2024-09-30 | $15M | 234k | 62.32 |
| 2024-06-30 | $13M | 228k | 58.52 |
| 2024-03-31 | $14M | 227k | 60.74 |
| 2023-12-31 | $13M | 45k | 277.15 |
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