MWC
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MKD Wealth Coaches’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

MKD Wealth Coaches’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.12M Buy
14,268
+2,295
+19% +$315K 1.81% 9
2026
Q1 		$1.49M Sell
11,973
-1,791
-13% -$228K 1.46% 9
2025
Q4 		$1.65M Sell
13,764
-11
-0.1% -$1.32K 1.65% 9
2025
Q3 		$1.64M Sell
13,775
-195
-1% -$22.4K 1.63% 9
2025
Q2 		$1.53M Sell
13,970
-13,874
-50% -$1.43M 1.61% 9
2025
Q1 		$2.91M Sell
27,844
-149,729
-84% -$16.9M 3.29% 5
2024
Q4 		$20.5M Buy
+177,573
New +$21.2M 20.71% 2
2021
Q4 		$13M Sell
113,889
-296
-0.3% -$33.7K 17.85% 2
2021
Q3 		$12.5M Buy
114,185
+2,333
+2% +$257K 19.62% 2
2021
Q2 		$12.6M Buy
111,852
+863
+0.8% +$96.3K 20.2% 2
2021
Q1 		$12M Sell
110,989
-9,821
-8% -$1.03M 20.56% 2
2020
Q4 		$11.1M Sell
120,810
-5,165
-4% -$424K 17.79% 2
2020
Q3 		$8.85M Buy
125,975
+22,606
+22% +$1.62M 12.64% 2
2020
Q2 		$7.06M Buy
103,369
+46,994
+83% +$2.97M 8.91% 4
2020
Q1 		$3.16M Sell
56,375
-2,107
-4% -$157K 4.24% 14
2019
Q4 		$4.9M Sell
58,482
-275
-0.5% -$22.1K 4.17% 8
2019
Q3 		$4.57M Buy
58,757
+1,681
+3% +$130K 4.75% 8
2019
Q2 		$4.47M Sell
57,076
-1,184
-2% -$91.9K 3.98% 8
2019
Q1 		$4.5M Sell
58,260
-32,702
-36% -$2.51M 4.54% 8
2018
Q4 		$6.3M Buy
+90,962
New +$7.03M 7.46% 1

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

MKD Wealth Coaches increased its iShares Core S&P Small-Cap ETF (IJR) stake by 19% in Q2 2026, buying an estimated $315K and bringing the position to 14,268 shares worth $2.12M. The position accounts for 1.81% of the portfolio, ranked #9.

MKD Wealth Coaches first reported a position in IJR in Q4 2018 and has held it in 20 quarters since. The position peaked at $20.5M in Q4 2024. 521 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • MKD Wealth Coaches held 14,268 shares of iShares Core S&P Small-Cap ETF worth $2.12M as of Q2 2026.
  • MKD Wealth Coaches bought 2,295 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $315K.
  • iShares Core S&P Small-Cap ETF made up 1.81% of MKD Wealth Coaches's portfolio in Q2 2026, its #9 holding.
  • MKD Wealth Coaches first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 20 quarters since.
  • MKD Wealth Coaches's iShares Core S&P Small-Cap ETF position peaked at $20.5M in Q4 2024.
  • 521 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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