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

Merkkuri Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Merkkuri Wealth Advisors's IJH Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.24% in Q1 2026, buying an estimated $12.9K and bringing the position to 78,004 shares worth $5.27M. The position accounts for 3.49% of the portfolio, ranked #5.

Merkkuri Wealth Advisors first reported a position in IJH in Q2 2024 and has held it in 8 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Merkkuri Wealth Advisors held 78,004 shares of iShares Core S&P Mid-Cap ETF worth $5.27M as of Q1 2026.
Merkkuri Wealth Advisors bought 186 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $12.9K.
iShares Core S&P Mid-Cap ETF made up 3.49% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #5 holding.
Merkkuri Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.