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 Q2	$333K	Sell	2,831 -1,133	-29%	-$126K	0.21%	69
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Merkkuri Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 29% in Q2 2026, selling an estimated $126K and leaving 2,831 shares worth $333K. The position accounts for 0.21% of the portfolio, ranked #69.

Merkkuri Wealth Advisors first reported a position in IJK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q3 2024. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Merkkuri Wealth Advisors held 2,831 shares of iShares S&P Mid-Cap 400 Growth ETF worth $333K as of Q2 2026.
Merkkuri Wealth Advisors sold 1,133 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $126K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.21% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #69 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 9 quarters since.
Merkkuri Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.44M in Q3 2024.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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