Merkkuri Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.59M Buy
85,479
+7,475
+10% +$548K 4.09% 4
2026
Q1
$5.27M Buy
78,004
+186
+0.2% +$12.9K 3.49% 5
2025
Q4
$5.14M Sell
77,818
-1,712
-2% -$112K 3.5% 6
2025
Q3
$5.19M Buy
79,530
+233
+0.3% +$15K 3.77% 5
2025
Q2
$4.92M Buy
79,297
+10,866
+16% +$638K 3.73% 5
2025
Q1
$3.99M Buy
68,431
+1,524
+2% +$94.6K 3.42% 8
2024
Q4
$4.17M Buy
66,907
+20,942
+46% +$1.34M 3.3% 7
2024
Q3
$2.86M Buy
45,965
+3,853
+9% +$232K 2.26% 13
2024
Q2
$2.46M Buy
+42,112
New +$2.47M 2.27% 12

Other funds holding IJH

Merkkuri Wealth Advisors's IJH Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.6% in Q2 2026, buying an estimated $548K and bringing the position to 85,479 shares worth $6.59M. The position accounts for 4.09% of the portfolio, ranked #4.

Merkkuri Wealth Advisors first reported a position in IJH in Q2 2024 and has held it in 9 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Merkkuri Wealth Advisors held 85,479 shares of iShares Core S&P Mid-Cap ETF worth $6.59M as of Q2 2026.
  • Merkkuri Wealth Advisors bought 7,475 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $548K.
  • iShares Core S&P Mid-Cap ETF made up 4.09% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Merkkuri Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.