iShares S&P MidCap 400 Value Index shares owned by Burkett Financial Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Burkett Financial Services
from 13F filings
Historical chart of Burkett Financial Services investment in iShares S&P MidCap 400 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Value Index held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Burkett Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $67k | 509 | 131.78 |
| 2025-09-30 | $66k | 507 | 129.62 |
| 2025-06-30 | $62k | 504 | 123.68 |
| 2025-03-31 | $60k | 502 | 119.80 |
| 2024-12-31 | $63k | 500 | 125.06 |
| 2024-09-30 | $62k | 498 | 123.57 |
| 2024-06-30 | $56k | 495 | 113.43 |
| 2024-03-31 | $58k | 493 | 118.19 |
| 2023-12-31 | $56k | 491 | 114.06 |
More positions owned by Burkett Financial Services
View all positions for Burkett Financial Services
Top funds holding iShares S&P MidCap 400 Value Index
View all funds holding iShares S&P MidCap 400 Value Index