MKD Wealth Coaches’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

MKD Wealth Coaches’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19M	Buy	264,748 +8,909	+3%	+$672K	15.75%	2
2026 Q2	$19.7M	Buy	255,839 +7,074	+3%	+$519K	16.86%	2
2026 Q1	$16.8M	Buy	248,765 +18,964	+8%	+$1.32M	16.53%	2
2025 Q4	$15.2M	Sell	229,801 -3,508	-2%	-$230K	15.17%	2
2025 Q3	$15.2M	Sell	233,309 -1,073	-0.5%	-$69K	15.17%	2
2025 Q2	$14.5M	Buy	234,382 +12,916	+6%	+$758K	15.33%	2
2025 Q1	$12.9M	Buy	221,466 +214,979	+3,314%	+$13.4M	14.62%	2
2024 Q4	$404K	Buy	+6,487	New	+$416K	0.41%	17
2020 Q4	–	Sell	-11,450	Closed	-$424K	–	30
2020 Q3	$424K	Sell	11,450 -85,880	-88%	-$3.21M	0.61%	20
2020 Q2	$3.46M	Sell	97,330 -13,415	-12%	-$445K	4.37%	10
2020 Q1	$3.19M	Sell	110,745 -4,225	-4%	-$157K	4.28%	12
2019 Q4	$4.73M	Sell	114,970 -380	-0.3%	-$15.1K	4.03%	9
2019 Q3	$4.46M	Sell	115,350 -22,700	-16%	-$872K	4.63%	9
2019 Q2	$4.35M	Buy	138,050 +23,380	+20%	+$896K	3.88%	10
2019 Q1	$4.34M	Sell	114,670 -68,135	-37%	-$2.52M	4.39%	9
2018 Q4	$6.07M	Buy	+182,805	New	+$6.67M	7.19%	2

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

MKD Wealth Coaches's IJH Position: Q3 2026 in Review

MKD Wealth Coaches increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q3 2026, buying an estimated $672K and bringing the position to 264,748 shares worth $19M. The position accounts for 15.75% of the portfolio, ranked #2.

MKD Wealth Coaches first reported a position in IJH in Q4 2018 and has held it in 16 quarters since. The position peaked at $19.7M in Q2 2026. 2,244 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

MKD Wealth Coaches held 264,748 shares of iShares Core S&P Mid-Cap ETF worth $19M as of Q3 2026.
MKD Wealth Coaches bought 8,909 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $672K.
iShares Core S&P Mid-Cap ETF made up 15.75% of MKD Wealth Coaches's portfolio in Q3 2026, its #2 holding.
MKD Wealth Coaches first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 16 quarters since.
MKD Wealth Coaches's iShares Core S&P Mid-Cap ETF position peaked at $19.7M in Q2 2026.
2,244 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.