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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.92M Buy
79,297
+10,866
+16% +$674K 3.73% 5
2025
Q1
$3.99M Buy
68,431
+1,524
+2% +$88.9K 3.42% 8
2024
Q4
$4.17M Buy
66,907
+20,942
+46% +$1.3M 3.3% 7
2024
Q3
$2.86M Buy
45,965
+3,853
+9% +$240K 2.26% 13
2024
Q2
$2.46M Buy
+42,112
New +$2.46M 2.27% 12