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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
4,982
-5,550
-53% -$505K 0.34% 56
2025
Q1
$877K Sell
10,532
-5,216
-33% -$434K 0.75% 35
2024
Q4
$1.43M Buy
15,748
+37
+0.2% +$3.36K 1.13% 31
2024
Q3
$1.44M Buy
15,711
+38
+0.2% +$3.49K 1.14% 32
2024
Q2
$1.38M Buy
+15,673
New +$1.38M 1.27% 25