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iShares S&P MidCap 400 Growth shares owned by Merkkuri Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Merkkuri Wealth Advisors from 13F filings

Historical chart of Merkkuri Wealth Advisors investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 16k 91.93
2024-06-30 $1.4M 16k 88.11

More positions owned by Merkkuri Wealth Advisors

Schwab Us Dividend Equity Etf Equities (SCHD)
Spdr Portfolio S&p 500 Etf Equities (SPLG)
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)
Ishares Trust Core Msci Eafe Etf Equities (IEFA)
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)
Fidelity Total Bond Etf Equities (FBND)
Ishares Core S&p Us Growth Etf Equities (IUSG)
Ishares Core S&p 500 Etf Equities (IVV)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Equities (RSP)
J P Morgan Exchange Traded Fd Equity Premium Equities (JEPI)
Nvidia Corporation Equities (NVDA)
Ishares Core Us Aggregate Bond Etf Equities (AGG)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares Tr Core Total Usd Equities (IUSB)
Ishares Core Msci Emerging Markets Etf Equities (IEMG)

View all positions for Merkkuri Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Main Management ETF Advisors
Captrust Financial Advisors
Pnc Financial Services
Envestnet Asset Management
LPL Financial
International Assets Investment Management
Raymond James & Associates
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
USA Financial Portformulas
Main Management

View all funds holding iShares S&P MidCap 400 Growth