Merkkuri Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $479k 5.0k 95.89
2025-06-30 $453k 5.0k 90.98
2025-03-31 $877k 11k 83.28
2024-12-31 $1.4M 16k 90.93
2024-09-30 $1.4M 16k 91.93
2024-06-30 $1.4M 16k 88.11

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Merkkuri Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth