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Merkkuri Wealth Advisors LLC → ISMCF

Merkkuri Wealth Advisors LLC ISMCF Position History

ISMCF

Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.3M
Q1 2026$5.9M
Q2 2026$8.1M
Q3 2026$8.4M
Q3 2026$8.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.4M43.5K——
Q3 2026$8.4M43.5K——
Q2 2026$8.1M42.8K——
Q1 2026$5.9M38.3K——
Q4 2025$6.3M37.7K——

Other funds holding ISMCF

Other Merkkuri Wealth Advisors LLC positions

STT-PG

SPDR SERIES TRUST

$25.3M
STT-PG

SPDR SERIES TRUST

$25.3M
STT-PG

SPDR SERIES TRUST

$24.4M
STT-PG

SPDR SERIES TRUST

$17M
STT-PG

SPDR SERIES TRUST

$16.5M
FIS

FIDELITY MERRIMACK STR TR

$8M
FIS

FIDELITY MERRIMACK STR TR

$7.7M
FIS

FIDELITY MERRIMACK STR TR

$6.8M
Merkkuri Wealth Advisors LLC ISMCF Holdings: 13F Position History | Track13F