First Merchants Corp’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

First Merchants Corp’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	$13.9M	Sell	118,600 -2,237	-2%	-$248K	0.49%	51
2026 Q1	$12.2M	Sell	120,837 -3,435	-3%	-$353K	0.46%	58
2025 Q4	$12M	Sell	124,272 -14,300	-10%	-$1.38M	0.45%	60
2025 Q3	$13.3M	Sell	138,572 -4,327	-3%	-$408K	0.5%	55
2025 Q2	$13M	Sell	142,899 -3,714	-3%	-$318K	0.5%	56
2025 Q1	$12.2M	Sell	146,613 -1,259	-0.9%	-$113K	0.49%	56
2024 Q4	$13.4M	Sell	147,872 -2,610	-2%	-$246K	0.52%	51
2024 Q3	$13.8M	Sell	150,482 -1,750	-1%	-$156K	0.53%	51
2024 Q2	$13.4M	Sell	152,232 -471	-0.3%	-$41.6K	0.54%	50
2024 Q1	$13.9M	Sell	152,703 -31,253	-17%	-$2.61M	1.05%	26
2023 Q4	$14.6M	Sell	183,956 -2,472	-1%	-$181K	1.19%	23
2023 Q3	$13.5M	Sell	186,428 -8,764	-4%	-$661K	1.2%	23
2023 Q2	$14.6M	Sell	195,192 -979	-0.5%	-$69.9K	1.24%	20
2023 Q1	$14M	Sell	196,171 -1,878	-0.9%	-$134K	1.25%	17
2022 Q4	$13.5M	Sell	198,049 -13,453	-6%	-$925K	1.24%	20
2022 Q3	$13.3M	Buy	211,502 +520	+0.2%	+$35.9K	1.33%	17
2022 Q2	$13.4M	Sell	210,982 -6,348	-3%	-$446K	1.33%	14
2022 Q1	$16.8M	Sell	217,330 -8,475	-4%	-$655K	1.37%	12
2021 Q4	$19.3M	Sell	225,805 -3,473	-2%	-$291K	1.49%	10
2021 Q3	$18.2M	Sell	229,278 -909	-0.4%	-$73.8K	1.16%	13
2021 Q2	$18.6M	Sell	230,187 -776	-0.3%	-$62.3K	1.21%	11
2021 Q1	$18.1M	Sell	230,963 -2,237	-1%	-$172K	1.21%	11
2020 Q4	$16.8M	Sell	233,200 -2,224	-0.9%	-$148K	1.16%	11
2020 Q3	$14.1M	Sell	235,424 -3,932	-2%	-$234K	1.07%	12
2020 Q2	$13.4M	Sell	239,356 -15,680	-6%	-$814K	1.13%	12
2020 Q1	$11.4M	Sell	255,036 -2,868	-1%	-$158K	1.47%	11
2019 Q4	$15.4M	Sell	257,904 -3,804	-1%	-$218K	1.57%	10
2019 Q3	$14.6M	Sell	261,708 -2,744	-1%	-$154K	1.56%	9
2019 Q2	$15M	Sell	264,452 -3,000	-1%	-$166K	2.38%	3
2019 Q1	$14.7M	Buy	267,452 +316	+0.1%	+$16.7K	2.37%	4
2018 Q4	$12.8M	Sell	267,136 -2,504	-0.9%	-$131K	2.45%	3
2018 Q3	$15.7M	Sell	269,640 -1,244	-0.5%	-$72.2K	2.57%	5
2018 Q2	$15.2M	Sell	270,884 -1,280	-0.5%	-$71.5K	2.65%	3
2018 Q1	$14.9M	Sell	272,164 -10,408	-4%	-$575K	2.49%	4
2017 Q4	$15.2M	Sell	282,572 -27,556	-9%	-$1.45M	2.6%	3
2017 Q3	$15.7M	Sell	310,128 -61,004	-16%	-$3.01M	2.71%	3
2017 Q2	$18.2M	Sell	371,132 -18,540	-5%	-$902K	5.04%	2
2017 Q1	$18.6M	Buy	389,672 +18,644	+5%	+$879K	5.18%	2
2016 Q4	$16.9M	Buy	371,028 +32,604	+10%	+$1.44M	5.01%	2
2016 Q3	$14.8M	Buy	338,424 +13,828	+4%	+$607K	4.74%	2
2016 Q2	$13.7M	Sell	324,596 -4,484	-1%	-$186K	4.52%	2
2016 Q1	$13.4M	Sell	329,080 -50,396	-13%	-$1.92M	4.74%	2
2015 Q4	$15.3M	Sell	379,476 -1,204	-0.3%	-$49.3K	5.38%	2
2015 Q3	$14.9M	Sell	380,680 -3,740	-1%	-$156K	5.34%	2
2015 Q2	$16.3M	Sell	384,420 -35,708	-8%	-$1.53M	5.09%	2
2015 Q1	$18M	Sell	420,128 -17,028	-4%	-$705K	5.56%	2
2014 Q4	$17.5M	Buy	437,156 +5,932	+1%	+$230K	5.46%	2
2014 Q3	$16.3M	Buy	431,224 +10,232	+2%	+$396K	5.22%	2
2014 Q2	$16.5M	Sell	420,992 -3,572	-0.8%	-$135K	5.15%	2
2014 Q1	$16.2M	Buy	424,564 +6,216	+1%	+$234K	5.23%	2
2013 Q4	$15.7M	Buy	418,348 +2,036	+0.5%	+$73.4K	5.16%	2
2013 Q3	$14.5M	Buy	416,312 +11,032	+3%	+$375K	4.91%	2
2013 Q2	$13.1M	Buy	+405,280	New	+$13.2M	4.63%	2

Other funds holding IJK

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return