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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

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Quarterly 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