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 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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

MKD Wealth Coaches's IJH Position: Q2 2026 in Review

MKD Wealth Coaches increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, buying an estimated $519K and bringing the position to 255,839 shares worth $19.7M. The position accounts for 16.86% of the portfolio, ranked #2.

MKD Wealth Coaches first reported a position in IJH in Q4 2018 and has held it in 15 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

MKD Wealth Coaches held 255,839 shares of iShares Core S&P Mid-Cap ETF worth $19.7M as of Q2 2026.
MKD Wealth Coaches bought 7,074 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $519K.
iShares Core S&P Mid-Cap ETF made up 16.86% of MKD Wealth Coaches's portfolio in Q2 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 15 quarters since.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.