BURKETT FINANCIAL SERVICES, LLC IJR Holdings History
BURKETT FINANCIAL SERVICES, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, BURKETT FINANCIAL SERVICES, LLC held 78,564.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $8.59 Mil. This investment constitutes 3.09% of their stock portfolio, and BURKETT FINANCIAL SERVICES, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q4. And since then BURKETT FINANCIAL SERVICES, LLC has made 6 purchases of IJR, at an average price of $98.74, for a total of 78,564.00 shares. Based on historical transaction data and IJR's current price of $112.82, BURKETT FINANCIAL SERVICES, LLC's estimated gain on his IJR holdings is $1.11 Mil, reflecting a 14.25% gain to date.
BURKETT FINANCIAL SERVICES, LLC IJR ($112.82) Holding Chart
BURKETT FINANCIAL SERVICES, LLC IJR ($112.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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