Merkkuri Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Merkkuri Wealth Advisors’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 Q1	$399K	Buy	3,964 +4	+0.1%	+$411	0.26%	62
2025 Q4	$384K	Sell	3,960 -1,030	-21%	-$99.2K	0.26%	62
2025 Q3	$479K	Buy	4,990 +8	+0.2%	+$754	0.35%	54
2025 Q2	$453K	Sell	4,982 -5,550	-53%	-$475K	0.34%	56
2025 Q1	$877K	Sell	10,532 -5,216	-33%	-$470K	0.75%	35
2024 Q4	$1.43M	Buy	15,748 +37	+0.2%	+$3.48K	1.13%	31
2024 Q3	$1.44M	Buy	15,711 +38	+0.2%	+$3.4K	1.14%	32
2024 Q2	$1.38M	Buy	+15,673	New	+$1.39M	1.27%	25

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Merkkuri Wealth Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.1% in Q1 2026, buying an estimated $411 and bringing the position to 3,964 shares worth $399K. The position accounts for 0.26% of the portfolio, ranked #62.

Merkkuri Wealth Advisors first reported a position in IJK in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q3 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Merkkuri Wealth Advisors held 3,964 shares of iShares S&P Mid-Cap 400 Growth ETF worth $399K as of Q1 2026.
Merkkuri Wealth Advisors bought 4 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $411.
iShares S&P Mid-Cap 400 Growth ETF made up 0.26% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #62 holding.
Merkkuri Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.44M in Q3 2024.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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